DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

D•••• C••••• W•••

Advisor at B•• W••••• P•••••••

••• Locked

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Search this name across graphsid dfx:ria:a94f78fe-173f-7598-fdd3-08383c22a95e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 13, 2007 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•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 13, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• F•••••••• G••••• L•••••	Independent wealth	Jul 14, 2026	n/a	yes	AKRON, OH\|Boulder, CO	Current employment
B•• W••••• P•••••••	Independent wealth	Feb 14, 2007	n/a	yes	BOULDER, CO	Current employment

Relationships

Registered with (2)

→ S•••••• F•••••••• G••••• L•••••Registered adviserregistration: current employment
Jul 14, 2026 to presentfactForm ADV
→ B•• W••••• P•••••••Registered adviserregistration: current employment
Feb 14, 2007 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a94f78fe-173f-7598-fdd3-08383c22a95e
First observed: Feb 13, 2007
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.