DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

R•••••• C•••••••• R•••

Advisor at F•••••• A•••••••

Chico, CA | SONOMA, CA

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Search this name across graphsid dfx:ria:26e47aa0-9400-d866-6c53-2f2d33090600

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 4, 2023 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•••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••• A•••••••	Independent wealth	Jan 19, 2024	n/a	yes	Chico, CA\|SONOMA, CA	Current employment
F•••••• A•••••••	Independent wealth	Aug 4, 2023	Sep 1, 2023	no	SONOMA, CA\|Chico, CA	Previous registration

Relationships

Registered with (1)

→ F•••••• A•••••••Registered adviserregistration: previous registration
Aug 4, 2023 to Sep 1, 2023factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:26e47aa0-9400-d866-6c53-2f2d33090600
First observed: Aug 4, 2023
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.