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

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RIA / WealthAdvisor26 years in industry

B•••• W•••••• W••••••

Advisor at C•• A•••••••• L••

LAKE OSWEGO, OR

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 29, 2003 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: C•• A•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jun 28, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• A•••••••• L••	Mixed wealth	May 15, 2015	n/a	yes	LAKE OSWEGO, OR	Current employment
U••• B•••••• I••••••••• I•••	Former SEC adviser	May 29, 2003	May 1, 2015	no	Wilsonville, OR\|Canby, OR\|Molalla, OR\|OREGON CITY, OR\|Lake Oswego, OR\|SHERWOOD, OR\|OREGON CITY, OR\|Lake Oswego, OR\|Tualatin, OR\|Lake Oswego, OR\|OREGON CITY, OR\|Oregon City, OR\|Molalla, OR\|Canby, OR\|WEST LINN, OR\|OREGON CITY, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U••• B•••••• I••••••••• I•••	C•• A•••••••• L••	May 1, 2015	May 15, 2015	14	Firm change	Other

Relationships

Registered with (2)

→ C•• A•••••••• L••Registered adviserregistration: current employment
May 15, 2015 to presentfactForm ADV
→ U••• B•••••• I••••••••• I•••Registered adviserregistration: previous registration
May 29, 2003 to May 1, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 29, 2003
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.