DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)28 years in industry

B••••••• E••••• R•••

Advisor at ••••••••

Clayton, MO | Fairbanks, AK

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Search this name across graphsid dfx:ria:d21125cd-6585-f29e-e295-d9190e30455f

Data as of Sep 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 15, 1997 to Sep 22, 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: ••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 15, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
••••••••	Independent wealth	Aug 31, 2026	n/a	yes	Clayton, MO\|Fairbanks, AK	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Feb 6, 2004	n/a	yes	SAN DIEGO, CA\|FAIRBANKS, AK	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	••••••••	Sep 21, 2026	Aug 31, 2026	-21	Firm change	Ibd to RIA
A••••••••• F•••••••• S•••••••• L••	C••••••••• F•••••••• N••••••	Feb 12, 2004	Feb 6, 2004

Team moves

••• Locked

Team	Left	Joined	From	Kind
8032:3767:AK:2026-09-21	Sep 21, 2026	Aug 31, 2026	FAIRBANKS, AK	Firm change

Relationships

Registered with (3)

→ ••••••••Registered adviserregistration: current employment
Aug 31, 2026 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Feb 6, 2004 to Sep 21, 2026factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Dec 15, 1997 to Feb 12, 2004factForm ADV

Dated events

Occurred
Sep 21, 2026
Advisor changed firm
••• Locked
Form ADVobserved today

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d21125cd-6585-f29e-e295-d9190e30455f
First observed: Dec 15, 1997
Last observed: Sep 22, 2026 28 h 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.