DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner26 years in industry

B••••••• J••• M•••••

Advisor at B••• • D••••• W••••• P•••••••

Saint Louis Park, 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:dd39fc50-1bf5-fec0-738b-4911b0aca04e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 8, 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••• • D••••• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 13, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• • D••••• W••••• P•••••••	Independent wealth	Jul 1, 2016	n/a	yes	Saint Louis Park, MN	Current employment
A••••••••• W••••• P•••••••	Independent wealth	Jan 29, 2014	Jul 26, 2016	no	MINNEAPOLIS, MN\|MINNETONKA, MN\|ST. LOUIS PARK, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• W••••• P•••••••	B••• • D••••• W••••• P•••••••	Jul 26, 2016	Jul 1, 2016	-25	Firm change	Other
C••••• A•••••• N••••••• L••	A••••••••• W••••• P•••••••	Jul 12, 2016	Jan 29, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
113074:283682:MN:2016-07-20	Jul 26, 2016	Jul 1, 2016	ST LOUIS PARK, MN	Firm change
13572:113074:MN:2016-07-12	Jul 12, 2016	Jan 29, 2014	MINNETONKA, MN	Firm change after gap

Relationships

Registered with (3)

→ B••• • D••••• W••••• P•••••••Registered adviserregistration: current employment
Jul 1, 2016 to presentfactForm ADV
→ A••••••••• W••••• P•••••••Registered adviserregistration: previous registration
Jan 29, 2014 to Jul 26, 2016factForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Jan 8, 2014 to Jul 12, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dd39fc50-1bf5-fec0-738b-4911b0aca04e
First observed: Jan 8, 2014
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.