DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

R•••••• P••••• D••••••

Advisor at E•••••••• F•••••••• P•••••••

WEST LINN, OR

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Search this name across graphsid dfx:ria:8aeec2c1-a154-38b9-f449-34962f4d0828

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 20, 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: E•••••••• F•••••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 17, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• F•••••••• P•••••••	State registered	May 9, 2023	n/a	yes	WEST LINN, OR	Current employment
N•••••••• W••••• A•••••••• L••	n/a	Jun 14, 2012	May 2, 2017	no	WEST LINN, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••••• W••••• A•••••••• L••	E•••••••• F•••••••• P•••••••	May 2, 2017	May 9, 2023	2,198	Firm change after gap	Other
W••••• P••••••• A•• M•••••••••	O•••• F•• I•••	Jun 12, 2012	Apr 23, 2010

Relationships

Registered with (6)

→ E•••••••• F•••••••• P•••••••Registered adviserregistration: current employment
May 9, 2023 to presentfactForm ADV
→ N•••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 14, 2012 to May 2, 2017factForm ADV
→ W••••• P••••••• A•• M•••••••••Registered adviserregistration: previous registration
Apr 13, 2010 to Jun 12, 2012factForm ADV
→ W•••• E••••• G••••• I•••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8aeec2c1-a154-38b9-f449-34962f4d0828
First observed: Feb 20, 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.