DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

N••••••• R• J••••••

Advisor at B••• • D••••• W••••• P•••••••

Saint Louis Park, MN

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Search this name across graphsid dfx:ria:a62c74a1-c5ed-93e4-6089-781615f4ef47

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

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 6, 2016 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: B••• • D••••• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 21, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• • D••••• W••••• P•••••••	Independent wealth	Oct 16, 2018	n/a	yes	Saint Louis Park, MN	Current employment
F••••••••• F•••••••• P••••••• L••	Former SEC adviser	Jan 6, 2016	May 25, 2017	no	MINNEAPOLIS, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••••• F•••••••• P••••••• L••	B••• • D••••• W••••• P•••••••	May 25, 2017	Oct 16, 2018	509	Firm change after gap	Other

Relationships

Registered with (2)

→ B••• • D••••• W••••• P•••••••Registered adviserregistration: current employment
Oct 16, 2018 to presentfactForm ADV
→ F••••••••• F•••••••• P••••••• L••Registered adviserregistration: previous registration
Jan 6, 2016 to May 25, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a62c74a1-c5ed-93e4-6089-781615f4ef47
First observed: Jan 6, 2016
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.