DFX Intelligence

M•••••• P•••••• K••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst26 years in industry

M•••••• P•••••• K••••

Advisor at E•••••••• W••••• M•••••••••

Portland, OR | SEATTLE, WA

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Search this name across graphsid dfx:ria:2391db97-dd91-7998-56de-c4c026671238

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Mar 10, 2006 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

M•••••• P•••••• K••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: E•••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 8, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• W••••• M•••••••••	Independent wealth	May 28, 2015	n/a	yes	SEATTLE, WA\|Portland, OR	Current employment
D••••••••• F•••••••• S•••••••	Independent wealth	Oct 3, 2015	Dec 15, 2017	no	Portland, OR\|SEATTLE, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D••••••••• F•••••••• S•••••••	n/a	Dec 15, 2017	n/a	n/a	Departure no registered destination	Departure
F••••• I•••••••••	E•••••••• W••••• M•••••••••	May 18, 2015	May 28, 2015	10

Relationships

Registered with (3)

→ E•••••••• W••••• M•••••••••Registered adviserregistration: current employment
May 28, 2015 to presentfactForm ADV
→ D••••••••• F•••••••• S•••••••Registered adviserregistration: previous registration
Oct 3, 2015 to Dec 15, 2017factForm ADV
→ F••••• I•••••••••Registered adviserregistration: previous registration
Mar 10, 2006 to May 18, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2391db97-dd91-7998-56de-c4c026671238
First observed: Mar 10, 2006
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.