DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner15 years in industry

B••••• A•• R••••••

Advisor at B• W••••• M•••••••••

BOISE, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ac442524-1220-0578-e320-962d32aa332c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 22, 2010 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• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 17, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B• W••••• M•••••••••	Independent wealth	Sep 29, 2025	n/a	yes	BOISE, ID	Current employment
H••••••••• W••••• M••••••••• L••	Independent wealth	Jan 22, 2024	Mar 28, 2024	no	Boise, ID\|FISHERS, IN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••••• W••••• M••••••••• L••	B• W••••• M•••••••••	Mar 28, 2024	Sep 29, 2025	550	Firm change after gap	RIA to RIA
R• I••••••••• M••••••••• L••	H••••••••• W••••• M••••••••• L••	Dec 24, 2019	Jan 22, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
171115:282707:ID:2016-02-26	Feb 26, 2016	Feb 26, 2016	BOISE, ID	Firm change

Relationships

Registered with (5)

→ B• W••••• M•••••••••Registered adviserregistration: current employment
Sep 29, 2025 to presentfactForm ADV
→ H••••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 22, 2024 to Mar 28, 2024factForm ADV
→ R• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 26, 2016 to Dec 24, 2019factForm ADV
→ R••••••• W•••••• I••••••••• M•••••••••

Dated events

Occurred
Mar 28, 2024
Advisor changed firm
B••••• A•• R•••••• left H••••••••• W••••• M••••••••• L•• for B• W••••• M••••••••• (registered 2025-09-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ac442524-1220-0578-e320-962d32aa332c
First observed: Nov 22, 2010
Last observed: Sep 14, 2026 8 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.