DFX Intelligence

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

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RIA / WealthAdvisor35 years in industry

F••• W•••••• F•••••••

Advisor at C•• I••••••••• I••

Wilsonville, OR | ROCHESTER, MI

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Search this name across graphsid dfx:ria:8af15401-1855-da3a-616f-89075290a683

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 4, 2012 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•• I••••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 17, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• I••••••••• I••	Independent wealth	Apr 4, 2016	n/a	yes	Wilsonville, OR\|ROCHESTER, MI	Current employment
H•• A••••••• S••••••• L••	Independent wealth	Jan 4, 2012	Apr 5, 2016	no	SIMI VALLEY, CA\|PORTLAND, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•• A••••••• S••••••• L••	C•• I••••••••• I••	Apr 5, 2016	Apr 4, 2016	-1	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
143665:139067:OR:2016-04-04	Apr 5, 2016	Apr 4, 2016	PORTLAND, OR	Firm change

Relationships

Registered with (2)

→ C•• I••••••••• I••Registered adviserregistration: current employment
Apr 4, 2016 to presentfactForm ADV
→ H•• A••••••• S••••••• L••Registered adviserregistration: previous registration
Jan 4, 2012 to Apr 5, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8af15401-1855-da3a-616f-89075290a683
First observed: Jan 4, 2012
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.