DFX Intelligence

G•••• R•••••• H••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

G•••• R•••••• H••••••

Advisor at B•••••• P•••• C••••••

Bloomington, MN

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Search this name across graphsid dfx:ria:ad720c0e-4fec-0f90-36a2-abc4b583efdf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 14, 2015 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•••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• P•••• C••••••	Independent wealth	Aug 2, 2024	n/a	yes	Bloomington, MN	Current employment
M••••• S••••••	Wirehouse	Dec 14, 2015	Aug 13, 2024	no	Minneapolis, MN\|Bloomington, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	B•••••• P•••• C••••••	Aug 13, 2024	Aug 2, 2024	-11	Firm change	Wirehouse to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
149777:332023:MN:2024-08-13	Aug 13, 2024	Aug 2, 2024	BLOOMINGTON, MN	Firm change

Relationships

Registered with (2)

→ B•••••• P•••• C••••••Registered adviserregistration: current employment
Aug 2, 2024 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Dec 14, 2015 to Aug 13, 2024factForm ADV

Dated events

Occurred
Aug 13, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ad720c0e-4fec-0f90-36a2-abc4b583efdf
First observed: Dec 14, 2015
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.