DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

E••• B•••• W••••

Advisor at C••• L••

Boulder, CO | OMAHA, NE

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Search this name across graphsid dfx:ria:b2730dfb-33c5-1861-b99e-c6af66cde528

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Nov 9, 2021 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: C••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••• L••	Bd affiliated wealth	Jul 15, 2025	n/a	yes	Boulder, CO\|OMAHA, NE	Current employment
V•••• F••••••••	Independent wealth	Jan 31, 2023	Jul 14, 2025	no	LOUISVILLE, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••• F••••••••	C••• L••	Jul 14, 2025	Jul 15, 2025	1	Firm change	RIA to ibd
L•• F•••••••• L••	V•••• F••••••••	Jun 28, 2023	Jan 31, 2023

Relationships

Registered with (3)

→ C••• L••Registered adviserregistration: current employment
Jul 15, 2025 to presentfactForm ADV
→ V•••• F••••••••Registered adviserregistration: previous registration
Jan 31, 2023 to Jul 14, 2025factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Nov 9, 2021 to Jun 28, 2023factForm ADV

Dated events

Occurred
Jul 14, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 28, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b2730dfb-33c5-1861-b99e-c6af66cde528
First observed: Nov 9, 2021
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.