DFX Intelligence

J••••• W••• N•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

J••••• W••• N•••••

Advisor at B••••• P•••••• F••••••••

FORT COLLINS, CO

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Search this name across graphsid dfx:ria:8435cfcf-becb-046c-6638-ef73a5cb7485

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 24, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: B••••• P•••••• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• P•••••• F••••••••	State registered	Jan 3, 2022	n/a	yes	FORT COLLINS, CO	Current employment
O••••••••• S••••••••• I•••	Bd affiliated wealth	Nov 24, 2020	Nov 17, 2021	no	Greenwood Village, CO\|INDIANAPOLIS, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••••• S••••••••• I•••	B••••• P•••••• F••••••••	Nov 17, 2021	Jan 3, 2022	47	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ B••••• P•••••• F••••••••Registered adviserregistration: current employment
Jan 3, 2022 to presentfactForm ADV
→ O••••••••• S••••••••• I•••Registered adviserregistration: previous registration
Nov 24, 2020 to Nov 17, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8435cfcf-becb-046c-6638-ef73a5cb7485
First observed: Nov 24, 2020
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.