DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant10 years in industry

N••••• W•••••• D••• B••••

Advisor at F••••••

Portland, OR | SAN FRANCISCO, CA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 4:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 5, 2016 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: F••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••	Independent wealth	Jul 22, 2024	n/a	yes	Portland, OR\|SAN FRANCISCO, CA	Current employment
M• P••••••• C••• L••	Independent wealth	Apr 20, 2021	Jul 12, 2024	no	VANCOUVER, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M• P••••••• C••• L••	F••••••	Jul 12, 2024	Jul 22, 2024	10	Firm change	RIA to RIA
K•••• A•••• M••••••••• L••	M• P••••••• C••• L••	Apr 9, 2021	Apr 20, 2021

Relationships

Registered with (5)

→ F••••••Registered adviserregistration: current employment
Jul 22, 2024 to presentfactForm ADV
→ M• P••••••• C••• L••Registered adviserregistration: previous registration
Apr 20, 2021 to Jul 12, 2024factForm ADV
→ K•••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Dec 14, 2020 to Apr 9, 2021factForm ADV
→ W••••••• F•••••••• S•••••••• I•••Registered adviser

Dated events

Order

Occurred
12 Jul 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 5, 2016
Last observed: Sep 15, 2026 9 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.