DFX Intelligence

K•••••••• A••• Q••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

K•••••••• A••• Q••••

Advisor at C••••••••• W••••• M•••••••••

BELLEVUE, WA | Portland, OR

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Search this name across graphsid dfx:ria:63eda106-a2cc-1b39-8c68-bfcfed166de2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 23, 2018 to Sep 15, 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••••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• W••••• M•••••••••	Independent wealth	Oct 12, 2021	n/a	yes	Portland, OR\|BELLEVUE, WA	Current employment
R•••••••• F••••••••	Former SEC adviser	Feb 23, 2018	Mar 31, 2022	no	PORTLAND, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••••• F••••••••	C••••••••• W••••• M•••••••••	Mar 31, 2022	Oct 12, 2021	-170	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
173805:108805:OR:2022-03-31	Mar 31, 2022	Oct 12, 2021	PORTLAND, OR	Firm change after gap

Relationships

Registered with (2)

→ C••••••••• W••••• M•••••••••Registered adviserregistration: current employment
Oct 12, 2021 to presentfactForm ADV
→ R•••••••• F••••••••Registered adviserregistration: previous registration
Feb 23, 2018 to Mar 31, 2022factForm ADV

Dated events

Occurred
Mar 31, 2022
Advisor changed firm
K•••••••• A••• Q•••• left R•••••••• F•••••••• for C••••••••• W••••• M••••••••• (registered 2021-10-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:63eda106-a2cc-1b39-8c68-bfcfed166de2
First observed: Feb 23, 2018
Last observed: Sep 15, 2026 7 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.