DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

C••••• J••• R•••••

Advisor at E•••• P••• I•••••••••

TACOMA, WA

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Search this name across graphsid dfx:ria:352877f8-da68-8d06-c1e8-82a42ce31033

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 18, 2016 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: E•••• P••• I•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 14, 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••• P••• I•••••••••	State registered	Jan 12, 2024	n/a	yes	TACOMA, WA	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Jul 18, 2016	Feb 22, 2022	no	Denver, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	E•••• P••• I•••••••••	Feb 22, 2022	Jan 12, 2024	689	Firm change after gap	Ibd to state RIA
P•••••••• S••••••••• I•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Jul 27, 2016	Jul 18, 2016

Relationships

Registered with (3)

→ E•••• P••• I•••••••••Registered adviserregistration: current employment
Jan 12, 2024 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 18, 2016 to Feb 22, 2022factForm ADV
→ P•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Feb 18, 2016 to Jul 27, 2016factForm ADV

Dated events

Occurred
Feb 22, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:352877f8-da68-8d06-c1e8-82a42ce31033
First observed: Feb 18, 2016
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.