DFX Intelligence

Data Factory

RIA / WealthAdvisor33 years in industry

STANLEY CLAYTON LOCHRIE

Advisor at ETESIAN WEALTH ADVISORS, INC.

West Linn, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:04b19c19-c92d-f551-96ef-769b13600b6c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 26, 1998 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: ETESIAN WEALTH ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 8, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Oct 8, 1992
First registration: Jun 26, 1998
Dual registered: no
Other names: STANLEY CLAYTON LOCHRIE
IAPD individual key: 2208453

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ETESIAN WEALTH ADVISORS, INC.	Independent wealth	Dec 16, 2009	n/a	yes	West Linn, OR	Current employment
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Oct 31, 2005	Dec 6, 2005	no	PORTLAND, OR	Previous registration
THREADLINE WEALTH	Independent wealth	Apr 9, 1999	Jan 5, 2010	no	BELLEVUE, WA\|PORTLAND, OR	Previous registration
SENTRA SECURITIES CORPORATION	n/a	Jun 26, 1998	Oct 31, 2005	no	PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THREADLINE WEALTH	SAGEPOINT FINANCIAL, INC.	Jan 5, 2010	Oct 31, 2005	-1,527	Firm change after gap	Other
SAGEPOINT FINANCIAL, INC.	ETESIAN WEALTH ADVISORS, INC.	Dec 6, 2005	Dec 16, 2009	1,471	Firm change after gap	Other
SENTRA SECURITIES CORPORATION	THREADLINE WEALTH	Oct 31, 2005	Apr 9, 1999	-2,397	Firm change after gap	Other

Relationships

Registered with (4)

→ ETESIAN WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Dec 16, 2009 to presentfactForm ADV
→ THREADLINE WEALTHRegistered adviserregistration: previous registration
Apr 9, 1999 to Jan 5, 2010factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Oct 31, 2005 to Dec 6, 2005factForm ADV
→ SENTRA SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jun 26, 1998 to Oct 31, 2005factForm ADV

Dated events

No dated event names this entity yet.