DFX Intelligence

E•••••••• R••• P••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

E•••••••• R••• P••••

Advisor at F•••• P•••••• F••••••••• I•••

VANCOUVER, WA

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Search this name across graphsid dfx:ria:19f97534-6e48-485b-dc13-016c1e52c088

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 25, 2013 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: F•••• P•••••• F••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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
F•••• P•••••• F••••••••• I•••	Independent wealth	Dec 17, 2019	n/a	yes	VANCOUVER, WA	Current employment
K•• F•••••••• S•••••••• I••	Former SEC adviser	Sep 25, 2013	Dec 31, 2017	no	PORTLAND, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•• F•••••••• S•••••••• I••	F•••• P•••••• F••••••••• I•••	Dec 31, 2017	Dec 17, 2019	716	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
3866:284736:OR:2017-12-31	Dec 31, 2017	Dec 17, 2019	PORTLAND, OR	Firm change after gap

Relationships

Registered with (2)

→ F•••• P•••••• F••••••••• I•••Registered adviserregistration: current employment
Dec 17, 2019 to presentfactForm ADV
→ K•• F•••••••• S•••••••• I••Registered adviserregistration: previous registration
Sep 25, 2013 to Dec 31, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:19f97534-6e48-485b-dc13-016c1e52c088
First observed: Sep 25, 2013
Last observed: Sep 14, 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.