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

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RIA / WealthAdvisor18 years in industry

D•••• R••••• K••••••

Advisor at C••••••• R•••• F•••••••• G••••

VANCOUVER, WA

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Search this name across graphsid dfx:ria:74e6049d-32e6-c3e7-ea2c-f3544083c54e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 25, 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: C••••••• R•••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 17, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• R•••• F•••••••• G••••	Independent wealth	Jun 1, 2017	n/a	yes	VANCOUVER, WA	Current employment
T••••••• I••••••••• M••••••••• I•••	Bd affiliated wealth	Dec 16, 2009	Jun 5, 2017	no	Bellevue, WA\|VANCOUVER, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••• I••••••••• M••••••••• I•••	C••••••• R•••• F•••••••• G••••	Jun 5, 2017	Jun 1, 2017	-4	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
18387:288539:WA:2017-06-05	Jun 5, 2017	Jun 1, 2017	VANCOUVER, WA	Firm change

Relationships

Registered with (2)

→ C••••••• R•••• F•••••••• G••••Registered adviserregistration: current employment
Jun 1, 2017 to presentfactForm ADV
→ T••••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Dec 16, 2009 to Jun 5, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:74e6049d-32e6-c3e7-ea2c-f3544083c54e
First observed: Jul 25, 2008
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.