DFX Intelligence

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

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RIA / WealthAdvisor22 years in industry

B•••• G•••••• E•••

Advisor at W••••••• P••••••• L••

SEATTLE, WA

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Search this name across graphsid dfx:ria:eeae301c-c4ed-3c81-41ab-3d3a860b6312

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jan 15, 2004 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

B•••• G•••••• E•••

Private equity principal · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: W••••••• P••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jan 15, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• P••••••• L••	Asset manager	Sep 13, 2023	n/a	yes	SEATTLE, WA	Current employment

Relationships

Registered with (1)

→ W••••••• P••••••• L••Registered adviserregistration: current employment
Sep 13, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eeae301c-c4ed-3c81-41ab-3d3a860b6312
First observed: Jan 15, 2004
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.