DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

D••••• B•••• W••••••

Advisor at X••• F•••••••• P•••••••• L••

PORTLAND, OR | Seattle, WA

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Search this name across graphsid dfx:ria:738c8009-9c7a-e37a-f36f-1df3d9761cf8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 21, 2015 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: X••• F•••••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 29, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
X••• F•••••••• P•••••••• L••	Independent wealth	Nov 7, 2024	n/a	yes	Seattle, WA\|PORTLAND, OR	Current employment
X••• F•••••••• P•••••••	n/a	Jul 8, 2020	Aug 19, 2025	no	SEATTLE, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
X••• F•••••••• P•••••••	X••• F•••••••• P•••••••• L••	Aug 19, 2025	Nov 7, 2024	-285	Firm change after gap	Other
A••••••• F•••••••• P•••••••	X••• F•••••••• P•••••••	Jun 11, 2020	Jul 8, 2020

Relationships

Registered with (4)

→ X••• F•••••••• P•••••••• L••Registered adviserregistration: current employment
Nov 7, 2024 to presentfactForm ADV
→ X••• F•••••••• P•••••••Registered adviserregistration: previous registration
Jul 8, 2020 to Aug 19, 2025factForm ADV
→ A••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Feb 19, 2020 to Jun 11, 2020factForm ADV
→ B•••••• F••••••••• L••Registered adviserregistration: previous registration

Dated events

Occurred
Aug 19, 2025
Advisor changed firm
D••••• B•••• W•••••• left X••• F•••••••• P••••••• for X••• F•••••••• P•••••••• L•• (registered 2024-11-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:738c8009-9c7a-e37a-f36f-1df3d9761cf8
First observed: Sep 21, 2015
Last observed: Sep 15, 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.