DFX Intelligence

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

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RIA / WealthAdvisor34 years in industry

R••••• E•••• B•••••••

Advisor at O••••• P•••••• W••••• M•••••••••

LAKE O•••••, OR

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Search this name across graphsid dfx:ria:54b5640a-4d37-11aa-cea0-14b0e66024c2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 1
On other graphs: 0
Observed: Mar 25, 2005 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: O••••• P•••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 11, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 14

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••••• P•••••• W••••• M•••••••••	State registered	Oct 29, 2025	n/a	yes	LAKE O•••••, OR	Current employment
O••••• W••••• M••••••••• I•••	n/a	Dec 22, 2020	Jun 30, 2021	no	TUALATIN, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	W••••••••• A•••••••• I•••	Nov 9, 2023	Apr 23, 2018	-2,026	Firm change after gap	Ibd to RIA
O••••• W••••• M••••••••• I•••	O••••• P•••••• W••••• M•••••••••	Jun 30, 2021	Oct 29, 2025

Relationships

Registered with (14)

→ O••••• P•••••• W••••• M•••••••••Registered adviserregistration: current employment
Oct 29, 2025 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Apr 17, 2018 to Nov 9, 2023factForm ADV
→ O••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Dec 22, 2020 to Jun 30, 2021factForm ADV
→ W••••••••• A•••••••• I•••Registered adviser

Dated events

Occurred
Nov 9, 2023
Advisor changed firm
R••••• E•••• B••••••• left L•• F•••••••• L•• for W••••••••• A•••••••• I••• (registered 2018-04-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54b5640a-4d37-11aa-cea0-14b0e66024c2
First observed: Mar 25, 2005
Last observed: Sep 14, 2026 8 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.