DFX Intelligence

M••• A••• R•••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner25 years in industry

M••• A••• R•••••

Advisor at M•• F••••••••

LAKE OSWEGO, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8e11d6cc-1998-7572-09ca-c20ed20130c9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Mar 17, 2006 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: M•• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 5, 2000earliest 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: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• F••••••••	State registered	Nov 17, 2025	n/a	yes	LAKE OSWEGO, OR	Current employment
N•••••••• A•••• M•••••••••	Independent wealth	Feb 24, 2023	Mar 31, 2026	no	Lake Oswego, OR\|MERCER ISLAND, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••••• A•••• M•••••••••	M•• F••••••••	Mar 31, 2026	Nov 17, 2025	-134	Firm change after gap	RIA to state RIA
C••••••••• W•••••• L••	N•••••••• A•••• M•••••••••	Mar 3, 2023	Feb 24, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
286119:143483:TX:2021-12-31	Dec 31, 2021	Aug 19, 2021	CENTER, TX	Firm change after gap

Relationships

Registered with (6)

→ M•• F••••••••Registered adviserregistration: current employment
Nov 17, 2025 to presentfactForm ADV
→ N•••••••• A•••• M•••••••••Registered adviserregistration: previous registration
Feb 24, 2023 to Mar 31, 2026factForm ADV
→ C••••••••• W•••••• L••Registered adviserregistration: previous registration
Aug 19, 2021 to Mar 3, 2023factForm ADV
→ J•••••••• F•••••••• A•••••••

Dated events

Occurred
Mar 31, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 3, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e11d6cc-1998-7572-09ca-c20ed20130c9
First observed: Mar 17, 2006
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.