DFX Intelligence

B••• O•••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

B••• O•••••• L••

CRD 286450

BLOOMINGTON, MN

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Search this name across graphsid dfx:ria:a124d2cc-e001-0964-0ca3-28157fa3f7c2

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 19, 2026 to Mar 19, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $85.3M••• Locked
Discretionary RAUM: $85.3M
Private client RAUM: $84.5Mderived••• Locked
Private client share: 99%derivedprivate client RAUM over total RAUM
Employees: 4
Advisory employees: 4

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M••• H••••• S••••••	n/a	BLOOMINGTON, MN	9	38	1	no
P•••••• T•••••• O• L••••	n/a	BLOOMINGTON, MN	9	22

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
B••••• F•••••••• G••••	2	Apr 28, 2017	Apr 27, 2017	LENEXA, KS	Team lift out	Other	10.5%
B••••• F•••••••• G••••	2	Apr 28, 2017	May 3, 2017

Relationships

Registered with (5)

← C•••• A•••• B•••Advisorregistration: current employment
May 3, 2017 to presentfactForm ADV
← S••••• C•••••• B•••Advisorregistration: current employment
Apr 28, 2017 to presentfactForm ADV
← M••• H••••• S••••••Advisorregistration: current employment
Apr 27, 2017 to presentfactForm ADV
← P•••••• T•••••• O• L••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a124d2cc-e001-0964-0ca3-28157fa3f7c2
First observed: Mar 19, 2026
Last observed: Mar 19, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.