DFX Intelligence

C•••• A•••• F••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

C•••• A•••• F••••

Advisor at B•••• W••••• M••••••••• I•••

COLORADO SPRINGS, CO

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Search this name across graphsid dfx:ria:b8f884ba-42ab-fb09-312d-f0cb252158b7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 13, 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: B•••• W••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• W••••• M••••••••• I•••	Independent wealth	Feb 26, 2020	n/a	yes	COLORADO SPRINGS, CO	Current employment
A••••••• W••••• M•••••••••	State registered	Apr 13, 2021	Feb 29, 2024	no	COLORADO SPRINGS, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• W••••• M•••••••••	n/a	Feb 29, 2024	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ B•••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Feb 26, 2020 to presentfactForm ADV
→ A••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Apr 13, 2021 to Feb 29, 2024factForm ADV

Dated events

Occurred
Feb 29, 2024
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b8f884ba-42ab-fb09-312d-f0cb252158b7
First observed: Apr 13, 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.