DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

J••• R••••• J•••

Advisor at A••••••••• W••••• P•••••••

••• Locked

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Search this name across graphsid dfx:ria:d5b65205-3872-b5cb-d175-3edab6351319

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 9, 2014 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: A••••••••• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••••• W••••• P•••••••	Independent wealth	Jun 6, 2018	n/a	yes	RAPID CITY, SD\|Lakewood, CO\|MINNETONKA, MN	Current employment
F•••••••• S••••••• M••••••••• I••	Independent wealth	Jun 17, 2014	May 30, 2018	no	LAKEWOOD, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• S••••••• M••••••••• I••	A••••••••• W••••• P•••••••	May 30, 2018	Jun 6, 2018	7	Firm change	RIA to RIA
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••	F•••••••• S••••••• M••••••••• I••	Dec 31, 2014	Jun 17, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
116570:113074:CO:2018-05-30	May 30, 2018	Jun 6, 2018	LAKEWOOD, CO	Firm change

Relationships

Registered with (3)

→ A••••••••• W••••• P•••••••Registered adviserregistration: current employment
Jun 6, 2018 to presentfactForm ADV
→ F•••••••• S••••••• M••••••••• I••Registered adviserregistration: previous registration
Jun 17, 2014 to May 30, 2018factForm ADV
→ N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••Registered adviserregistration: previous registration
Jan 9, 2014 to Dec 31, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5b65205-3872-b5cb-d175-3edab6351319
First observed: Jan 9, 2014
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.