DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

A••• D••••••• R••••••

Advisor at I••••••••• A•••••• A•••••••• L••

Bend, OR

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Search this name across graphsid dfx:ria:666e1942-d70b-c7e9-4180-fd6a197e346d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 5, 2008 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: I••••••••• A•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 23, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom 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
I••••••••• A•••••• A•••••••• L••	I•••••••••_WEALTH	Aug 29, 2025	n/a	yes	Bend, OR	Current employment
F•••••••• A•••••••• I••••••••• M•••••••••	Former SEC adviser	May 17, 2013	Sep 25, 2025	no	OLYMPIA, WA\|Portland, OR\|Bend, OR\|OREGON CITY, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• A•••••••• I••••••••• M•••••••••	I••••••••• A•••••• A•••••••• L••	Sep 25, 2025	Aug 29, 2025	-27	Firm change	Other
E••••• J••••	F•••••••• A•••••••• I••••••••• M•••••••••	May 17, 2013	May 17, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
151298:168267:OR:2025-09-25	Sep 25, 2025	Aug 29, 2025	OREGON CITY, OR	Firm change

Relationships

Registered with (3)

→ I••••••••• A•••••• A•••••••• L••Registered adviserregistration: current employment
Aug 29, 2025 to presentfactForm ADV
→ F•••••••• A•••••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
May 17, 2013 to Sep 25, 2025factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jun 5, 2008 to May 17, 2013factForm ADV

Dated events

Occurred
Sep 25, 2025
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:666e1942-d70b-c7e9-4180-fd6a197e346d
First observed: Jun 5, 2008
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.