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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)29 years in industry

R•••••• B••••• M•••••••

Advisor at R••••• W• B•••• • C•• I•••••••••

DENVER, CO

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Search this name across graphsid dfx:ria:b3328f70-3615-fe54-1b20-258378a48d6b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 24, 2000 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: R••••• W• B•••• • C•• I•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jan 14, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Apr 2, 2013	n/a	yes	DENVER, CO	Current employment
W•••• F•••• A•••••••	Wirehouse	May 24, 2000	Mar 18, 2013	no	DENVER, CO\|DENVER, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	R••••• W• B•••• • C•• I•••••••••	Mar 18, 2013	Apr 2, 2013	15	Firm change	Other

Relationships

Registered with (2)

→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: current employment
Apr 2, 2013 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
May 24, 2000 to Mar 18, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b3328f70-3615-fe54-1b20-258378a48d6b
First observed: May 24, 2000
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.