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

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RIA / WealthAdvisor14 years in industry

B•••• R••• C••••••••

Advisor at C•• W••••• P•••••••

OMAHA, NE | Omaha, NE

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Search this name across graphsid dfx:ria:c421157a-7bca-1f5e-0789-de70a80589bc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 18, 2019 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•• W••••• P•••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C•• W••••• P•••••••	State registered	Oct 7, 2021	n/a	yes	OMAHA, NE\|Omaha, NE	Current employment
V••••• W••••• C••••••• L••	State registered	Aug 26, 2020	Oct 29, 2021	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• W••••• C••••••• L••	C•• W••••• P•••••••	Oct 29, 2021	Oct 7, 2021	-22	Firm change	Other
B•••• W••••• M••••••••• L••	V••••• W••••• C••••••• L••	Aug 20, 2020

Relationships

Registered with (3)

→ C•• W••••• P•••••••Registered adviserregistration: current employment
Oct 7, 2021 to presentfactForm ADV
→ V••••• W••••• C••••••• L••Registered adviserregistration: previous registration
Aug 26, 2020 to Oct 29, 2021factForm ADV
→ B•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 18, 2019 to Aug 20, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c421157a-7bca-1f5e-0789-de70a80589bc
First observed: Jan 18, 2019
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.