DFX Intelligence

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

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RIA / WealthAdvisor22 years in industry

R••• B•••••• B••••••

Advisor at B••••••• W••••• P•••••••• L••

MINNETONKA, MN | Pahrump, NV

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Search this name across graphsid dfx:ria:a413efe7-b773-dfd4-b62d-26e2f185dae1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 16, 2013 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••••••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 26, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• W••••• P•••••••• L••	Independent wealth	Feb 2, 2023	n/a	yes	Pahrump, NV\|MINNETONKA, MN	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Dec 16, 2013	Feb 3, 2023	no	LITCHFIELD , MN\|LITCHFIELD, MN\|Las Vegas, NV\|Pahrump, NV\|Pahrump, NV

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	B••••••• W••••• P•••••••• L••	Feb 3, 2023	Feb 2, 2023	-1	Firm change	Ibd to new firm

Relationships

Registered with (2)

→ B••••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Feb 2, 2023 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Dec 16, 2013 to Feb 3, 2023factForm ADV

Dated events

Occurred
Feb 3, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a413efe7-b773-dfd4-b62d-26e2f185dae1
First observed: Dec 16, 2013
Last observed: Sep 15, 2026 7 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.