DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

D••• A•••••• R••••

Advisor at C••••• I••••••••• G••••

JACKSONVILLE, OR

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Search this name across graphsid dfx:ria:6bab48f8-9d68-2e4f-6408-fe0691de9e4f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 6, 2001 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: C••••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 29, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• I••••••••• G••••	Independent wealth	Jul 10, 2025	n/a	yes	JACKSONVILLE, OR	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Jun 6, 2001	Jul 1, 2025	no	Eugene, OR\|SUNNYVALE, CA\|Medford, OR\|Eugene, OR\|Medford, OR\|Reno, NV\|Medford, OR\|Lake Oswego, OR\|Tacoma, WA\|Eugene, OR\|MEDFORD, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	C••••• I••••••••• G••••	Jul 1, 2025	Jul 10, 2025	9	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ C••••• I••••••••• G••••Registered adviserregistration: current employment
Jul 10, 2025 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Jun 6, 2001 to Jul 1, 2025factForm ADV

Dated events

Occurred
Jul 1, 2025
Advisor changed firm
D••• A•••••• R•••• left C•••••• S••••• • C••• I••• for C••••• I••••••••• G•••• (registered 2025-07-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6bab48f8-9d68-2e4f-6408-fe0691de9e4f
First observed: Jun 6, 2001
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.