DFX Intelligence

B••••••• G•••••• T••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

B••••••• G•••••• T••••

Advisor at C••••••••• W••••• M••••••••• L••

Des Peres, MO

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Search this name across graphsid dfx:ria:9240cfe6-efc1-6a3d-35b6-d62e78b535bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 4, 2010 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: C••••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 30, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• W••••• M••••••••• L••	Independent wealth	Sep 1, 2016	n/a	yes	Des Peres, MO	Current employment
E••••• J••••	National bd RIA	Jan 4, 2010	Aug 23, 2016	no	MANCHESTER, MO\|Maryland Heights, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	C••••••••• W••••• M••••••••• L••	Aug 23, 2016	Sep 1, 2016	9	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
250:164666:MO:2016-08-12	Aug 23, 2016	Sep 1, 2016	MARYLAND HEIGHTS, MO	Firm change

Relationships

Registered with (2)

→ C••••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Sep 1, 2016 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jan 4, 2010 to Aug 23, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9240cfe6-efc1-6a3d-35b6-d62e78b535bf
First observed: Jan 4, 2010
Last observed: Sep 14, 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.