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L•••• B•••• T•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

L•••• B•••• T•••

Advisor at L••••••• W••••• A•••••••• I•••

ARDEN HILLS, MN

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Search this name across graphsid dfx:ria:f00ad124-85ee-abe0-b5df-65e586e84619

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 14, 2013 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: L••••••• W••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 20, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••••• W••••• A•••••••• I•••	Independent wealth	Oct 1, 2024	n/a	yes	ARDEN HILLS, MN	Current employment
A••••••••• W••••• P•••••••	Independent wealth	Sep 11, 2020	Oct 17, 2024	no	Minneapolis, MN\|MINNETONKA, MN\|Arden Hills, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• W••••• P•••••••	L••••••• W••••• A•••••••• I•••	Oct 17, 2024	Oct 1, 2024	-16	Firm change	RIA to new firm
C••••• A•••••• N••••••• L••	A••••••••• W••••• P•••••••	Sep 3, 2020	Sep 11, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
113074:331847:MN:2024-10-17	Oct 17, 2024	Oct 1, 2024	ARDEN HILLS, MN	Firm change
13572:113074:MN:2020-09-03	Sep 3, 2020	Sep 11, 2020	MINNETONKA, MN	Firm change

Relationships

Registered with (3)

→ L••••••• W••••• A•••••••• I•••Registered adviserregistration: current employment
Oct 1, 2024 to presentfactForm ADV
→ A••••••••• W••••• P•••••••Registered adviserregistration: previous registration
Sep 11, 2020 to Oct 17, 2024factForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Aug 14, 2013 to Sep 3, 2020factForm ADV

Dated events

Occurred
Oct 17, 2024
A•••••• firm change
L•••• B•••• T••• left A••••••••• W••••• P••••••• for L••••••• W••••• A•••••••• I••• (registered 2024-10-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f00ad124-85ee-abe0-b5df-65e586e84619
First observed: Aug 14, 2013
Last observed: Sep 14, 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.