DFX Intelligence

B••• V••••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor28 years in industry

B••• V••••• W•••••

Advisor at E••••••••• W••••• • F••••• O•••••

COLORADO SPRINGS, CO

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Search this name across graphsid dfx:ria:efc8d9c5-377a-435e-7b29-6b891349d990

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 1, 2001 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: E••••••••• W••••• • F••••• O•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 17, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••••••• W••••• • F••••• O•••••	Independent wealth	Jun 30, 2026	n/a	yes	COLORADO SPRINGS, CO	Current employment
C••• L••	Bd affiliated wealth	Aug 26, 2019	Jul 14, 2026	no	Colorado Springs, CO\|OMAHA, NE\|Colorado Springs, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• L••	E••••••••• W••••• • F••••• O•••••	Jul 14, 2026	Jun 30, 2026	-14	Firm change	Ibd to new firm
T•• W••••• C••••••••• G••••	L•• F•••••••• L••	Sep 3, 2019	Jan 14, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
173194:6413:NV:2019-09-03	Sep 3, 2019	Jan 14, 2015	LAS VEGAS, NV	Firm change after gap

Relationships

Registered with (7)

→ E••••••••• W••••• • F••••• O•••••Registered adviserregistration: current employment
Jun 30, 2026 to presentfactForm ADV
→ C••• L••Registered adviserregistration: previous registration
Aug 26, 2019 to Jul 14, 2026factForm ADV
→ T•• W••••• C••••••••• G••••Registered adviserregistration: previous registration
Nov 18, 2014 to Sep 3, 2019factForm ADV
→ L•• F•••••••• L••

Dated events

Occurred
Jul 14, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:efc8d9c5-377a-435e-7b29-6b891349d990
First observed: Aug 1, 2001
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.