DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
W••••• B••••• G•••••••••
Certified Financial Planner
Feed of 09/15/2026
At current firm
3 y
since Oct 17, 2022
In the industry
16 y
since Aug 1, 2010 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- C••••••• P••••••• independent RIA currentsince Oct 17, 2022 · De Pere, Wi
- W••••• F•••••••• A•••••••• L•• formerSep 2, 2020 to Oct 18, 2022 · Green Bay, Wi
Moves
a registration end followed by a registration begin elsewhere
- W••••• F•••••••• A•••••••• L•• to C••••••• P•••••••left Oct 18, 2022, registered Oct 17, 2022 (-1 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address