DFX Intelligence

D•••• D•••••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

D•••• D•••••• S••••••

Advisor at B•••••••• I••••••••• G••••

PORTLAND, OR | PHOENIX, AZ

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Search this name across graphsid dfx:ria:658c2ec6-9716-a144-f896-04d3e74bc59e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 31, 2017 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: B•••••••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 9, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• I••••••••• G••••	Independent wealth	Mar 2, 2026	n/a	yes	PHOENIX, AZ\|PORTLAND, OR	Current employment
R•••••• P•••••• W•••••	Former SEC adviser	Jul 6, 2023	Mar 31, 2025	no	PORTLAND, OR\|PHOENIX, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• P•••••• W•••••	B•••••••• I••••••••• G••••	Mar 31, 2025	Mar 2, 2026	336	Bulk transfer	RIA to RIA
P•••••• P•••••••	R•••••• P•••••• W•••••	Jun 1, 2023	Jul 6, 2023

Relationships

Registered with (4)

→ B•••••••• I••••••••• G••••Registered adviserregistration: current employment
Mar 2, 2026 to presentfactForm ADV
→ R•••••• P•••••• W•••••Registered adviserregistration: previous registration
Jul 6, 2023 to Mar 31, 2025factForm ADV
→ P•••••• P•••••••Registered adviserregistration: previous registration
Sep 1, 2021 to Jun 1, 2023factForm ADV
→ S•••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration

Dated events

Occurred
Jun 1, 2023
Advisor changed firm
D•••• D•••••• S•••••• left P•••••• P••••••• for R•••••• P•••••• W••••• (registered 2023-07-06)
Form ADVobserved 7 days ago
Occurred
Apr 7, 2023
Advisor changed firm
D•••• D•••••• S•••••• left S•••••• F•••••••• S•••••••• I••• for P•••••• P••••••• (registered 2021-09-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:658c2ec6-9716-a144-f896-04d3e74bc59e
First observed: May 31, 2017
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.