DFX Intelligence

B••••••• I•• S••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

B••••••• I•• S••••

Advisor at I•• A••••••• S•••••••• I•••

Denver, CO

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Search this name across graphsid dfx:ria:fa9d1f52-b138-afd9-3e8f-f82c23085989

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 12, 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: I•• A••••••• S•••••••• I•••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• A••••••• S•••••••• I•••	Mixed wealth	Sep 19, 2022	n/a	yes	Denver, CO	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Mar 13, 2019	Sep 2, 2022	no	WAYLAND, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	I•• A••••••• S•••••••• I•••	Sep 2, 2022	Sep 19, 2022	17	Firm change	Ibd to RIA
E•••••••• A•••••••• L••	O•••• W•••••• I•••	Jun 18, 2018	Mar 13, 2019

Relationships

Registered with (3)

→ I•• A••••••• S•••••••• I•••Registered adviserregistration: current employment
Sep 19, 2022 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Mar 13, 2019 to Sep 2, 2022factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 12, 2018 to Jun 18, 2018factForm ADV

Dated events

Occurred
Sep 2, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fa9d1f52-b138-afd9-3e8f-f82c23085989
First observed: Jan 12, 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.