DFX Intelligence

R•••••• W•••• F••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

R•••••• W•••• F••••••••

Advisor at B••••• F•••••••• G••••

PLYMOUTH, MN | South Burlington, VT

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Search this name across graphsid dfx:ria:8f0a3807-21e3-da4d-9fad-6a8338b836e6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 3, 2018 to Sep 15, 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••••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• F•••••••• G••••	Independent wealth	Feb 11, 2022	n/a	yes	South Burlington, VT\|PLYMOUTH, MN	Current employment
M• K•••• • C••••••	Independent wealth	Mar 12, 2021	Jan 21, 2022	no	SHELBURNE, VT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M• K•••• • C••••••	B••••• F•••••••• G••••	Jan 21, 2022	Feb 11, 2022	21	Firm change	RIA to RIA
C••••• L••• F••••••••• L••	M• K•••• • C••••••	Feb 22, 2021	Mar 12, 2021

Relationships

Registered with (3)

→ B••••• F•••••••• G••••Registered adviserregistration: current employment
Feb 11, 2022 to presentfactForm ADV
→ M• K•••• • C••••••Registered adviserregistration: previous registration
Mar 12, 2021 to Jan 21, 2022factForm ADV
→ C••••• L••• F••••••••• L••Registered adviserregistration: previous registration
May 3, 2018 to Feb 22, 2021factForm ADV

Dated events

Occurred
Jan 21, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8f0a3807-21e3-da4d-9fad-6a8338b836e6
First observed: May 3, 2018
Last observed: Sep 15, 2026 8 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.