DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

R••••• P•••••• B••••••••

Advisor at M••••••

Tigard, OR

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Search this name across graphsid dfx:ria:4d61232c-8bb7-97e4-422f-eefa261565c4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 25, 2010 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: M••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 27, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Jan 3, 2022	n/a	yes	Tigard, OR	Current employment
C••••••• A••••••• S•••••••• L••	Former SEC adviser	Jul 6, 2018	Jan 28, 2022	no	PORTLAND, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• A••••••• S•••••••• L••	M••••••	Jan 28, 2022	Jan 3, 2022	-25	Firm change	RIA to ibd
C••••• A••••••• L••	C••••••• A••••••• S•••••••• L••	Oct 24, 2018	Jul 6, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
290231:140195:OR:2022-01-28	Jan 28, 2022	Jan 3, 2022	PORTLAND, OR	Firm change
10299:290231:CO:2018-10-24	Oct 24, 2018	Jul 6, 2018	GREENWOOD VILLAGE, CO	Firm change after gap

Relationships

Registered with (5)

→ M••••••Registered adviserregistration: current employment
Jan 3, 2022 to presentfactForm ADV
→ C••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 6, 2018 to Jan 28, 2022factForm ADV
→ C••••• A••••••• L••Registered adviserregistration: previous registration
Jan 3, 2013 to Oct 24, 2018factForm ADV
→ T••••••••• F•••••••• A•••••••• L••

Dated events

Occurred
Jan 28, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d61232c-8bb7-97e4-422f-eefa261565c4
First observed: Feb 25, 2010
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.