DFX Intelligence

M••••••••• F••••• O•••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

M••••••••• F••••• O•••••• L••

CRD 166010

PORTLAND, OR

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Search this name across graphsid dfx:ria:4f70e5bf-0bc9-9b57-bbf7-85a870ac8928

Data as of Feb 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 5, 2026 to Feb 5, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 2
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
CRD: 166010
Filings on the tape: 1
First filed: Feb 5, 2026

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M••• C••••••••• B••••	n/a	PORTLAND, OR \| Larkspu, CA	2	33	1	no

Relationships

Registered with (2)

← M••• C••••••••• B••••Advisorregistration: current employment
Jan 25, 2024 to presentfactForm ADV
← T••• M••••••• B•••••••Advisorregistration: previous registration
Dec 9, 2013 to Mar 31, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4f70e5bf-0bc9-9b57-bbf7-85a870ac8928
First observed: Feb 5, 2026
Last observed: Feb 5, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds 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.