DFX Intelligence

D•••• J•• B••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

D•••• J•• B••••••••

Advisor at E•••••••• W••••• M•••••••••

Eden Prairie, MN

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Search this name across graphsid dfx:ria:b4938924-56c3-84e3-3171-109b597c8c1e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jul 15, 2003 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: E•••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 11, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• W••••• M•••••••••	Independent wealth	Sep 13, 2021	n/a	yes	Eden Prairie, MN	Current employment
B•••••••• A•••• M••••••••• L••	Independent wealth	Jan 28, 2021	Dec 13, 2021	no	RENO, NV\|Eden Prairie, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• A•••• M••••••••• L••	E•••••••• W••••• M•••••••••	Dec 13, 2021	Sep 13, 2021	-91	Firm change after gap	RIA to RIA
T• A••••••••• I••••••••• M••••••••• L••	T• A••••••••• I•••	Sep 30, 2020	May 5, 2010

Relationships

Registered with (6)

→ E•••••••• W••••• M•••••••••Registered adviserregistration: current employment
Sep 13, 2021 to presentfactForm ADV
→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Jan 28, 2021 to Dec 13, 2021factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
May 3, 2010 to Sep 30, 2020factForm ADV
→ T• A••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b4938924-56c3-84e3-3171-109b597c8c1e
First observed: Jul 15, 2003
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.