DFX Intelligence

C•••••• D•••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

C•••••• D•••• M•••••

Advisor at E•• A•••••••

Stillwater, MN | CAMBRIDGE, MN

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Search this name across graphsid dfx:ria:9f6dbf82-d105-d0b7-8ca7-462b2459a6f5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 14, 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: E•• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•• A•••••••	Bd affiliated wealth	May 18, 2018	n/a	yes	Stillwater, MN\|CAMBRIDGE, MN	Current employment
N•••••••• A•••• M•••••••••	Independent wealth	Sep 14, 2010	May 4, 2018	no	MINNEAPOLIS, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••••• A•••• M•••••••••	E•• A•••••••	May 4, 2018	May 18, 2018	14	Firm change	RIA to RIA

Relationships

Registered with (2)

→ E•• A•••••••Registered adviserregistration: current employment
May 18, 2018 to presentfactForm ADV
→ N•••••••• A•••• M•••••••••Registered adviserregistration: previous registration
Sep 14, 2010 to May 4, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f6dbf82-d105-d0b7-8ca7-462b2459a6f5
First observed: Sep 14, 2010
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.