DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

N••••••• A••••• K••••

Advisor at G••••• R••••••••• P••••••• L••

SAN RAFAEL, CA | Camas, WA

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Search this name across graphsid dfx:ria:862534ff-0162-13a0-8e25-3c25bfe446a4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 27, 2011 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: G••••• R••••••••• P••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• R••••••••• P••••••• L••	Institutional manager	Mar 31, 2026	n/a	yes	Camas, WA\|SAN RAFAEL, CA	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Mar 13, 2017	Apr 3, 2026	no	Portland, OR\|Camas, WA\|Lake Owsego, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	G••••• R••••••••• P••••••• L••	Apr 3, 2026	Mar 31, 2026	-3	Firm change	Other
G••••• R••••••••• P••••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Mar 13, 2017	Mar 13, 2017

Relationships

Registered with (3)

→ G••••• R••••••••• P••••••• L••Registered adviserregistration: previous registration
Nov 21, 2014 to Mar 13, 2017factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 13, 2017 to Apr 3, 2026factForm ADV
→ F•••••••• T••••••• I•••Registered adviserregistration: previous registration
Sep 27, 2011 to Nov 17, 2014factForm ADV

Dated events

Occurred
Apr 3, 2026
Advisor changed firm
N••••••• A••••• K•••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for G••••• R••••••••• P••••••• L•• (registered 2026-03-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:862534ff-0162-13a0-8e25-3c25bfe446a4
First observed: Sep 27, 2011
Last observed: Sep 15, 2026 7 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.