E••• K•••••••

Advisor at B••••• F•••••••• G••••

PLYMOUTH, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ce5920c1-fbff-f887-b8f0-b1bcbc550ac3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 16, 2014 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••••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 26, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• F•••••••• G••••	Independent wealth	Aug 8, 2022	n/a	yes	PLYMOUTH, MN	Current employment
B•••••••• L••	Independent wealth	Apr 8, 2021	Jul 6, 2022	no	DALLAS, TX\|St Louis Park, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• L••	B••••• F•••••••• G••••	Jul 6, 2022	Aug 8, 2022	33	Firm change	RIA to RIA
P•••••••• S••••••••• I•••	B•••••••• L••	Apr 12, 2021	Apr 8, 2021

Relationships

Registered with (3)

→ B••••• F•••••••• G••••Registered adviserregistration: current employment
Aug 8, 2022 to presentfactForm ADV
→ B•••••••• L••Registered adviserregistration: previous registration
Apr 8, 2021 to Jul 6, 2022factForm ADV
→ P•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Jan 16, 2014 to Apr 12, 2021factForm ADV

Dated events

Occurred
Jul 6, 2022
Advisor changed firm
E••• K••••••• left B•••••••• L•• for B••••• F•••••••• G•••• (registered 2022-08-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce5920c1-fbff-f887-b8f0-b1bcbc550ac3
First observed: Jan 16, 2014
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.