DFX Intelligence

R•••••• J•••• D•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)34 years in industry

R•••••• J•••• D•••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Tigard, OR | Redmond, OR

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Search this name across graphsid dfx:ria:86fe1ea6-f412-14d4-1ba6-594d93eb1053

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 4, 2012 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 17, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	May 21, 2014	n/a	yes	Tigard, OR\|Redmond, OR	Current employment
F•••••••• A••••••• S•••••••• L••	Former SEC adviser	Sep 4, 2012	May 5, 2014	no	BEAVERTON, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• A••••••• S•••••••• L••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	May 5, 2014	May 21, 2014	16	Firm change	Other

Relationships

Registered with (2)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
May 21, 2014 to presentfactForm ADV
→ F•••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Sep 4, 2012 to May 5, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:86fe1ea6-f412-14d4-1ba6-594d93eb1053
First observed: Sep 4, 2012
Last observed: Sep 15, 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.