DFX Intelligence

D••• W•••••• Y••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner42 years in industry

D••• W•••••• Y••••

Advisor at B•• F•••••••• S••••••••

Springfield, MO | NIXA, MO

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Search this name across graphsid dfx:ria:991438fa-bbb4-ba3e-b1da-78e136a1ac05

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

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Dec 4, 1996 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•••••••• S••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 6, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• F•••••••• S••••••••	State registered	Jan 8, 2024	n/a	yes	NIXA, MO\|Springfield, MO	Current employment
M••••• G••••• A••••••• I•••	Independent wealth	Jul 1, 2022	Jan 4, 2024	no	Springfield, MO\|DENVER, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• G••••• A••••••• I•••	B•• F•••••••• S••••••••	Jan 4, 2024	Jan 8, 2024	4	Firm change	RIA to state RIA
H•• A•••••••• I••	M••••• G••••• A••••••• I•••	Sep 26, 2022	Jul 1, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
106691:147363:MO:2022-09-26	Sep 26, 2022	Jul 1, 2022	SPRINGFIELD, MO	Firm change after gap

Relationships

Registered with (3)

→ B•• F•••••••• S••••••••Registered adviserregistration: current employment
Jan 8, 2024 to presentfactForm ADV
→ M••••• G••••• A••••••• I•••Registered adviserregistration: previous registration
Jul 1, 2022 to Jan 4, 2024factForm ADV
→ H•• A•••••••• I••Registered adviserregistration: previous registration
Dec 4, 1996 to Sep 26, 2022factForm ADV

Dated events

Occurred
Jan 4, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Sep 26, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:991438fa-bbb4-ba3e-b1da-78e136a1ac05
First observed: Dec 4, 1996
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.