DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

J••• G•••••• B•••

Advisor at F•••• F••••••••

••• Locked

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Search this name across graphsid dfx:ria:e8b4e6d0-266e-2876-d0a8-e55135e6d819

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 1, 1994 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: F•••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• W•••••• I•••	Bd affiliated wealth	Aug 6, 2026	n/a	yes	SHOREVIEW, MN\|MINNEAPOLIS, MN\|FRANKFORT, IL	Current employment
F•••• F••••••••	Independent wealth	Mar 28, 2005	n/a	yes	MINNEAPOLIS, MN	Current employment

Relationships

Registered with (2)

→ O•••• W•••••• I•••Registered adviserregistration: current employment
Aug 6, 2026 to presentfactForm ADV
→ F•••• F••••••••Registered adviserregistration: current employment
Mar 28, 2005 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8b4e6d0-266e-2876-d0a8-e55135e6d819
First observed: Aug 1, 1994
Last observed: Sep 15, 2026 8 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.