DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner30 years in industry

R•••••• A•••• C•••

Advisor at F••••• I•••••••••

Camas, WA | PLANO, TX

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Search this name across graphsid dfx:ria:65519080-850c-c7f7-09d3-2d649bc7279d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Apr 12, 2005 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: F••••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 28, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• I•••••••••	Independent wealth	Nov 29, 2023	n/a	yes	Camas, WA\|PLANO, TX	Current employment
O••••• I••••••••• A••••••• L••	Independent wealth	Dec 16, 2021	Nov 29, 2023	no	SARASOTA, FL\|Vancouver, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••• I••••••••• A••••••• L••	F••••• I•••••••••	Nov 29, 2023	Nov 29, 2023	0	Firm change	RIA to RIA
C••• I••••••••• L••	O••••• I••••••••• A••••••• L••	Nov 15, 2023	Dec 16, 2021

Relationships

Registered with (5)

→ F••••• I•••••••••Registered adviserregistration: previous registration
May 1, 2008 to Feb 14, 2020factForm ADV
→ O••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Dec 16, 2021 to Nov 29, 2023factForm ADV
→ C••• I••••••••• L••Registered adviserregistration: previous registration
Apr 28, 2020 to Nov 15, 2023factForm ADV
→ G••••• R••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration

Dated events

Occurred
Nov 29, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 15, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65519080-850c-c7f7-09d3-2d649bc7279d
First observed: Apr 12, 2005
Last observed: Sep 15, 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.