DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

A••••• Z•• C••••••

Advisor at S••••••••• C•••••• M•••••••••

Tualatin, OR | KETCHUM, ID

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Search this name across graphsid dfx:ria:026363bd-fe9a-6dc5-6e3f-295c89db8b67

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 5, 2010 to Sep 15, 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: S••••••••• C•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 3, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••••• C•••••• M•••••••••	Independent wealth	Apr 9, 2021	n/a	yes	KETCHUM, ID\|Tualatin, OR	Current employment
W•••• F•••• A•••••••	Wirehouse	Dec 4, 2015	Apr 13, 2021	no	PORTLAND, OR\|LAKE OSWEGO, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	S••••••••• C•••••• M•••••••••	Apr 13, 2021	Apr 9, 2021	-4	Firm change	Wirehouse to new firm
M••••• S••••••	W•••• F•••• A•••••••	Nov 19, 2015	Dec 4, 2015

Relationships

Registered with (4)

→ S••••••••• C•••••• M•••••••••Registered adviserregistration: current employment
Apr 9, 2021 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Dec 4, 2015 to Apr 13, 2021factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
May 30, 2014 to Nov 19, 2015factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:026363bd-fe9a-6dc5-6e3f-295c89db8b67
First observed: Oct 5, 2010
Last observed: Sep 15, 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.