DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

D•••• J•• B••••••••

E•••••••• W••••• M•••••••••independent RIAEden Prairie, MnIA-onlyIAPD 4666158

Certified Financial Planner

Feed of 09/14/2026

Also filed as D•••• J B••••••••

At current firm

5 y

since Sep 13, 2021

In the industry

23 y

since Jul 11, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Founder & Sr. Wealth Advisorreportedmyelevationwealth.comfirm site, Sep 15, 2026
Business email: darin@myelevationwealth.comreportedmyelevationwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

E•••••••• W••••• M••••••••• independent RIA current
since Sep 13, 2021 · Eden Prairie, Mn
B•••••••• A•••• M••••••••• L•• independent RIA
Jan 28, 2021 to Dec 13, 2021 · Reno, Nv
T• A••••••••• I••• former
May 5, 2010 to Sep 30, 2020 · St. Paul, Mn
T• A••••••••• I••••••••• M••••••••• L•• former
May 3, 2010 to Sep 30, 2020 · St. Paul, Mn
C•••••• S••••• • C••• I••• national BD
Jun 10, 2008 to Apr 9, 2010 · St. Paul, Mn
C•••••• S••••• • C••• I••• national BD
May 6, 2004 to Aug 16, 2004 · Sioux Falls, Sd
E•••••••• A•••••••• L•• national BD
Jul 15, 2003 to May 3, 2004 · Sioux Falls, Sd

Moves

a registration end followed by a registration begin elsewhere

B•••••••• A•••• M••••••••• L•• to E•••••••• W••••• M•••••••••
left Dec 13, 2021, registered Sep 13, 2021 (-91 days) · RIA to RIA
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Sep 30, 2020, registered May 5, 2010 (-3801 days) · channel change inside one enterprise, not a move
T• A••••••••• I••• to B•••••••• A•••• M••••••••• L••
left Sep 30, 2020, registered Jan 28, 2021 (120 days) · Other
C•••••• S••••• • C••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Apr 9, 2010, registered May 3, 2010 (24 days) · Other
E•••••••• A•••••••• L•• to C•••••• S••••• • C••• I•••
left May 3, 2004, registered May 6, 2004 (3 days) · Affiliated broker-dealer or bank to another

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address