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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

B•••••• M••••••• W••••

Advisor at C••••••• P•••••••• I•••

Morrison, CO | NEW YORK, NY | MORRISON, CO

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Search this name across graphsid dfx:ria:abf627a4-c08f-195b-572f-cb6cd9566795

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Nov 24, 2015 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: C••••••• P•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
S••••	Independent wealth	Sep 10, 2026	n/a	yes	MORRISON, CO\|NEW YORK, NY	Current employment
C••••••• P•••••••• I•••	Independent wealth	Apr 9, 2025	n/a	yes	Morrison, CO\|NEW YORK, NY

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A•• W••••• A•••••••• L••	C••••••• P•••••••• I•••	May 8, 2025	Apr 9, 2025	-29	Firm change	RIA to RIA
E•••••• A••••••• G••••• L••	A•• W••••• A•••••••• L••	Oct 4, 2023

Relationships

Registered with (7)

→ S••••Registered adviserregistration: current employment
Sep 10, 2026 to presentfactForm ADV
→ C••••••• P•••••••• I•••Registered adviserregistration: current employment
Apr 9, 2025 to presentfactForm ADV
→ A•• W••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 25, 2023 to May 8, 2025factForm ADV
→ E•••••• A••••••• G••••• L••

Dated events

Occurred
May 8, 2025
Advisor changed firm
B•••••• M••••••• W•••• left A•• W••••• A•••••••• L•• for C••••••• P•••••••• I••• (registered 2025-04-09)
Form ADVobserved 7 days ago
Occurred
Oct 4, 2023
Advisor changed firm
B•••••• M••••••• W•••• left E•••••• A••••••• G••••• L•• for A•• W••••• A•••••••• L•• (registered 2023-08-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:abf627a4-c08f-195b-572f-cb6cd9566795
First observed: Nov 24, 2015
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.