DFX Intelligence
Reading the graph
Reading the graph
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Advisor at R••••••••• I••••••••• M•••••••••
••• Locked
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| R••••••••• I••••••••• M••••••••• | Independent wealth | Nov 10, 2025 | n/a | yes | Sun Valley, ID|PORTLAND, OR|Palm Springs, CA | Current employment |
| S••••••• R••• W••••• M••••••••• L•• | n/a | Aug 22, 2012 | Sep 23, 2013 | no | LAS VEGAS, NV |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| S••••••• R••• W••••• M••••••••• L•• | R••••••••• I••••••••• M••••••••• | Sep 23, 2013 | Nov 10, 2025 | 4,431 | Firm change after gap | Other |
| R••••••••• I••••••••• M••••••••• L•• | S••••••• R••• W••••• M••••••••• L•• | Aug 15, 2012 | Aug 22, 2012 |
| R••••••••• I••••••••• M••••••••• L•• | n/a | Jul 7, 2003 | Aug 15, 2012 | no | PORTLAND, OR | Previous registration |
| R••••••••• I••••••••• M••••••••• L•• | n/a | Sep 5, 2000 | Mar 14, 2002 | no | PORTLAND, OR | Previous registration |
| 7 |
| Firm change |
| Other |