DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

C•••• C••• G•••••

Advisor at B••••••• W••••• P••••••• L••

FORT COLLINS, CO

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Search this name across graphsid dfx:ria:f855e70c-dc5a-279e-50e3-1fedd9a76701

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 14, 2018 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: B••••••• W••••• P••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• W••••• P••••••• L••	State registered	Mar 4, 2025	n/a	yes	FORT COLLINS, CO	Current employment
F••••	Independent wealth	Jun 20, 2023	Jan 13, 2025	no	Fort Collins, CO\|Nashville, TN\|WEST PALM BEACH, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••	B••••••• W••••• P••••••• L••	Jan 13, 2025	Mar 4, 2025	50	Firm change	RIA to state RIA
B••••• C•••••• M••••••••• L••	F••••	Aug 2, 2023	Jun 20, 2023

Relationships

Registered with (4)

→ B••••••• W••••• P••••••• L••Registered adviserregistration: current employment
Mar 4, 2025 to presentfactForm ADV
→ F••••Registered adviserregistration: previous registration
Jun 20, 2023 to Jan 13, 2025factForm ADV
→ B••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 28, 2020 to Aug 2, 2023factForm ADV
→ S••••••• F•••••••• S•••••••• I•••

Dated events

Occurred
Jan 13, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 2, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f855e70c-dc5a-279e-50e3-1fedd9a76701
First observed: Dec 14, 2018
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.