T••••• C• S•••

Advisor at B•••• W••••• A••••••••• L••

BLOOMINGTON, 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:db326d33-8bf1-fdd1-38cc-37b47c79650d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Sep 1, 2017 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•••• W••••• A••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• W••••• A••••••••• L••	Independent wealth	Oct 29, 2025	n/a	yes	BLOOMINGTON, MN	Current employment
B••••••• W••••• M•••••••••	Independent wealth	Apr 28, 2025	Oct 20, 2025	no	ALTOONA, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••• W••••• M•••••••••	B•••• W••••• A••••••••• L••	Oct 20, 2025	Oct 29, 2025	9	Firm change	RIA to RIA
G•••• V••••• A•••••• G••••• L••	B••••••• W••••• M•••••••••	Apr 28, 2025	Apr 28, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
123913:335431:MN:2025-04-28	Apr 28, 2025	Apr 28, 2025	MINNETONKA, MN	Firm change

Relationships

Registered with (6)

→ B•••• W••••• A••••••••• L••Registered adviserregistration: current employment
Oct 29, 2025 to presentfactForm ADV
→ B••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Apr 28, 2025 to Oct 20, 2025factForm ADV
→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: previous registration
Jan 14, 2022 to Apr 28, 2025factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••

Dated events

Occurred
Oct 20, 2025
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 28, 2025
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 19, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db326d33-8bf1-fdd1-38cc-37b47c79650d
First observed: Sep 1, 2017
Last observed: Sep 14, 2026 9 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.