DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner49 years in industry

B••••• P•••••• W•••••

Advisor at 4• W••••• M••••••••• L••

EUGENE, OR

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Search this name across graphsid dfx:ria:823cfe04-b4de-013b-4184-ad81eb607f0c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 7, 1995 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: 4• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 1977earliest registration or exam on IAPD
Years in industry: 49derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
4• W••••• M••••••••• L••	Independent wealth	Aug 26, 2020	n/a	yes	EUGENE, OR	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Mar 7, 1995	Aug 25, 2020	no	EUGENE, OR\|EUGENE, OR\|FORT WORTH, TX\|FORT WORTH, TX\|EUGENE, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	4• W••••• M••••••••• L••	Aug 25, 2020	Aug 26, 2020	1	Firm change	Wirehouse to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:309647:OR:2020-08-25	Aug 25, 2020	Aug 26, 2020	EUGENE, OR	Firm change

Relationships

Registered with (2)

→ 4• W••••• M••••••••• L••Registered adviserregistration: current employment
Aug 26, 2020 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Mar 7, 1995 to Aug 25, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:823cfe04-b4de-013b-4184-ad81eb607f0c
First observed: Mar 7, 1995
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.