DFX Intelligence

G••• R•••••• W••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor29 years in industry

G••• R•••••• W••••••••

Advisor at C•• A•••••••• L••

LAKE OSWEGO, OR

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Search this name across graphsid dfx:ria:8358fd4e-6295-b973-6610-3617b6355218

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 9, 2006 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•• A•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jan 3, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• A•••••••• L••	Mixed wealth	Jan 10, 2007	n/a	yes	LAKE OSWEGO, OR	Current employment
C•• A•••••••• L••	Mixed wealth	Mar 9, 2006	Dec 31, 2006	no	LAKE OSWEGO, OR	Previous registration

Relationships

Registered with (1)

→ C•• A•••••••• L••Registered adviserregistration: previous registration
Mar 9, 2006 to Dec 31, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8358fd4e-6295-b973-6610-3617b6355218
First observed: Mar 9, 2006
Last observed: Sep 14, 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.