DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

B••••••• W••• B•••••

Advisor at E•••••• A••••••• G••••• L••

DENVER, CO | GREENWOOD VILLAGE, CO

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Search this name across graphsid dfx:ria:cb904e80-8281-dc3f-173a-6da91274f756

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Apr 15, 2010 to Sep 15, 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•••••• A••••••• G••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 6, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• A••••••• G••••• L••	Bd affiliated wealth	Nov 5, 2024	n/a	yes	DENVER, CO\|GREENWOOD VILLAGE, CO	Current employment
A••••• A•• P••••••• S•••••••	Bd affiliated wealth	Nov 24, 2023	Oct 21, 2024	no	Glendale, CO\|Denver, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• A•• P••••••• S•••••••	E•••••• A••••••• G••••• L••	Oct 21, 2024	Nov 5, 2024	15	Firm change	Ibd to ibd
C••••••• F•••••••• S•••••• C•••••••••	A••••• A•• P••••••• S•••••••	Oct 18, 2023	Nov 24, 2023

Relationships

Registered with (5)

→ E•••••• A••••••• G••••• L••Registered adviserregistration: current employment
Nov 5, 2024 to presentfactForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Nov 24, 2023 to Oct 21, 2024factForm ADV
→ C••••••• F•••••••• S•••••• C•••••••••Registered adviserregistration: previous registration
Mar 31, 2023 to Oct 18, 2023factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••

Dated events

Occurred
Oct 21, 2024
Advisor changed firm
B••••••• W••• B••••• left A••••• A•• P••••••• S••••••• for E•••••• A••••••• G••••• L•• (registered 2024-11-05)
Form ADVobserved 7 days ago
Occurred
Oct 18, 2023
Advisor changed firm
B••••••• W••• B••••• left C••••••• F•••••••• S•••••• C••••••••• for A••••• A•• P••••••• S••••••• (registered 2023-11-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cb904e80-8281-dc3f-173a-6da91274f756
First observed: Apr 15, 2010
Last observed: Sep 15, 2026 7 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.