DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant27 years in industry

R••••• J••• B•••••

Advisor at V•••••••• B••••• F•••••••• P•••••••

NEW BRIGHTON, MN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 27, 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: V•••••••• B••••• F•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 6, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••••• B••••• F•••••••• P•••••••	Independent wealth	Aug 31, 2018	n/a	yes	NEW BRIGHTON, MN	Current employment
W••••••• F•••••••• S•••••••• I•••	Former SEC adviser	Jan 27, 2014	Sep 5, 2018	no	OAKDALE, MN\|W•••••••, MN\|NEW BRIGHTON, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••• F•••••••• S•••••••• I•••	V•••••••• B••••• F•••••••• P•••••••	Sep 5, 2018	Aug 31, 2018	-5	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
421:297866:MN:2018-09-05	Sep 5, 2018	Aug 31, 2018	NEW BRIGHTON, MN	Firm change

Relationships

Registered with (2)

→ V•••••••• B••••• F•••••••• P•••••••Registered adviserregistration: current employment
Aug 31, 2018 to presentfactForm ADV
→ W••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 27, 2014 to Sep 5, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 27, 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.