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

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RIA / WealthAdvisor13 years in industry

R•••••• N••••• A••••••

Advisor at A••• W••••• M••••••••• I••

BEND, OR

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Search this name across graphsid dfx:ria:66945f38-595c-29ae-8ea5-f36a8da63f17

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 14, 2013 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: A••• W••••• M••••••••• I••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
A••• W••••• M••••••••• I••	Independent wealth	Mar 30, 2017	n/a	yes	BEND, OR	Current employment
M•••• W••••• M••••••••• L••	n/a	Oct 14, 2013	Mar 22, 2017	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M•••• W••••• M••••••••• L••	A••• W••••• M••••••••• I••	Mar 22, 2017	Mar 30, 2017	8	Firm change	Other

Relationships

Registered with (2)

→ A••• W••••• M••••••••• I••Registered adviserregistration: current employment
Mar 30, 2017 to presentfactForm ADV
→ M•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 14, 2013 to Mar 22, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:66945f38-595c-29ae-8ea5-f36a8da63f17
First observed: Oct 14, 2013
Last observed: Sep 14, 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.