DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

W••••• C••••• W•••

Advisor at F•••• P••••••• W•••••• L••

ST. LOUIS, MO | PORTLAND, 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, 7:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 5, 2014 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 15, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Nov 25, 2024	n/a	yes	PORTLAND, OR\|ST. LOUIS, MO	Current employment
B••••••••• S•••••••• W•••••• L••	Former SEC adviser	Dec 23, 2020	Nov 14, 2024	no	PORTLAND, OR\|ST LOUIS, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• S•••••••• W•••••• L••	F•••• P••••••• W•••••• L••	Nov 14, 2024	Nov 25, 2024	11	Bulk transfer	RIA to RIA
C••••••••• W••••• M••••••••• L••	B••••••••• S•••••••• W•••••• L••	Dec 23, 2020	Dec 23, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
107810:143323:OR:2020-12-23	Dec 23, 2020	Dec 23, 2020	PORTLAND, OR	Firm change

Relationships

Registered with (3)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Nov 25, 2024 to presentfactForm ADV
→ B••••••••• S•••••••• W•••••• L••Registered adviserregistration: previous registration
Dec 23, 2020 to Nov 14, 2024factForm ADV
→ C••••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 5, 2014 to Dec 23, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 5, 2014
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.