DFX Intelligence

J••••••• R••• S••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

J••••••• R••• S••••

Advisor at S•••• C•••••• A•••••••• L••

PORTLAND, OR

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Search this name across graphsid dfx:ria:077a9cd6-fcac-9444-fb52-5b564abc82b7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 28, 2004 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: S•••• C•••••• A•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Oct 27, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••• C•••••• A•••••••• L••	Mixed wealth	Jul 31, 2020	n/a	yes	PORTLAND, OR	Current employment
W•••• F•••• A•••••••	Wirehouse	Oct 28, 2004	Aug 3, 2020	no	SISTERS, OR\|PORTLAND, OR\|PORTLAND, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	S•••• C•••••• A•••••••• L••	Aug 3, 2020	Jul 31, 2020	-3	Firm change	Wirehouse to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:307980:OR:2020-08-03	Aug 3, 2020	Jul 31, 2020	PORTLAND, OR	Firm change

Relationships

Registered with (2)

→ S•••• C•••••• A•••••••• L••Registered adviserregistration: current employment
Jul 31, 2020 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Oct 28, 2004 to Aug 3, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:077a9cd6-fcac-9444-fb52-5b564abc82b7
First observed: Oct 28, 2004
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.