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

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RIA / WealthAdvisorChartered Financial Analyst35 years in industry

N••• A•••• R••

Advisor at N••• A• R••• C•• I••••••••• A••••••

PORTLAND, OR

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Search this name across graphsid dfx:ria:73de0964-27c0-947b-1a80-b633f1be1495

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Apr 10, 2012 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

N••• A•••• R••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: N••• A• R••• C•• I••••••••• A••••••
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 1derivedfrom 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
N••• A• R••• C•• I••••••••• A••••••	Former SEC adviser	Nov 1, 2024	n/a	yes	PORTLAND, OR	Current employment
P•••••• C••••••••• A•••••••• L••	Former SEC adviser	Jul 23, 2015	May 14, 2019	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
P•••••• C••••••••• A•••••••• L••	N••• A• R••• C•• I••••••••• A••••••	May 14, 2019	Nov 1, 2024	1,998	Firm change after gap	Other
P•••••• C••••••••• A•••••••• I•••	P•••••• C••••••••• A•••••••• L••	Dec 19, 2016

Relationships

Registered with (3)

→ N••• A• R••• C•• I••••••••• A••••••Registered adviserregistration: current employment
Nov 1, 2024 to presentfactForm ADV
→ P•••••• C••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 23, 2015 to May 14, 2019factForm ADV
→ P•••••• C••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 10, 2012 to Dec 19, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:73de0964-27c0-947b-1a80-b633f1be1495
First observed: Apr 10, 2012
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.