DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

C••••••••• J•••• B•••••

Advisor at M••• W•••••

DENVER, CO

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Search this name across graphsid dfx:ria:c75d7fc4-4553-a8c7-4520-39f924e5e866

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 24, 2015 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: M••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 31, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• W•••••	Independent wealth	Feb 25, 2019	n/a	yes	DENVER, CO	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Jul 23, 2015	Feb 14, 2019	no	DENVER, CO\|Denver, CO\|DENVER, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	M••• W•••••	Feb 14, 2019	Feb 25, 2019	11	Firm change	Ibd to RIA
N••••••••• M••••• I••••••••• S•••••••••	M•• I•••••••• S•••••••• L••	Jul 22, 2015	Jul 23, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
10409:292817:CO:2019-02-11	Feb 14, 2019	Feb 25, 2019	DENVER, CO	Firm change

Relationships

Registered with (3)

→ M••• W•••••Registered adviserregistration: current employment
Feb 25, 2019 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 23, 2015 to Feb 14, 2019factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Apr 24, 2015 to Jul 22, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c75d7fc4-4553-a8c7-4520-39f924e5e866
First observed: Apr 24, 2015
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.