DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant23 years in industry

N•••• P•••••••••

Advisor at N•••• P••••••••• • F••••••• F•••••••• G••••

EUGENE, OR

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Search this name across graphsid dfx:ria:86dc26e5-fe53-6781-7163-5653710f9c50

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 31, 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: N•••• P••••••••• • F••••••• F•••••••• G••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•••• P••••••••• • F••••••• F•••••••• G••••	State registered	Jun 18, 2013	n/a	yes	EUGENE, OR	Current employment
L••••••• C••••••	n/a	Aug 3, 2012	Oct 3, 2012	no	SAN DIEGO, CA\|SAN DIEGO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••••• C••••••	N•••• P••••••••• • F••••••• F•••••••• G••••	Oct 3, 2012	Jun 18, 2013	258	Firm change	Other
M•• I•••••••• S•••••••• L••	L••••••• C••••••	Jun 4, 2012	Aug 3, 2012

Relationships

Registered with (4)

→ N•••• P••••••••• • F••••••• F•••••••• G••••Registered adviserregistration: current employment
Jun 18, 2013 to presentfactForm ADV
→ L••••••• C••••••Registered adviserregistration: previous registration
Aug 3, 2012 to Oct 3, 2012factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 2, 2009 to Jun 4, 2012factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:86dc26e5-fe53-6781-7163-5653710f9c50
First observed: Jan 31, 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.