DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

B••••••• T••• W•••••••

Advisor at B•• P•••••••• I•••

••• Locked

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Search this name across graphsid dfx:ria:a73acc6e-2553-2f56-4816-58016ae1a5c1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 6, 2001 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•• P•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 23, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• P•••••••• I•••	Bd affiliated wealth	May 23, 2016	n/a	yes	CEDAR RAPIDS, IA\|Midvale, UT	Current employment
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Bd affiliated wealth	Jun 17, 2013	n/a	yes	Cottonwood Heights, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
Z•••• C•••••• A•••••••• I•••	B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Jun 11, 2013	Jun 17, 2013	6	Firm change	Other
K••• C•••••• A•••••••• L••	Z•••• C•••••• A•••••••• I•••	Mar 21, 2012	Jul 6, 2012

Relationships

Registered with (6)

→ B•• P•••••••• I•••Registered adviserregistration: current employment
May 23, 2016 to presentfactForm ADV
→ B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Jun 17, 2013 to presentfactForm ADV
→ Z•••• C•••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 6, 2012 to Jun 11, 2013factForm ADV
→ K••• C•••••• A•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a73acc6e-2553-2f56-4816-58016ae1a5c1
First observed: Mar 6, 2001
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.