DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

E••• F••••••• M•••••

Advisor at I••••••••• W••••• A•••••••

PORTLAND, OR

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Search this name across graphsid dfx:ria:931aa845-d076-4e80-c3b5-b3efa50977c0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 22, 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: I••••••••• W••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 22, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• W••••• A•••••••	State registered	Jul 29, 2021	n/a	yes	PORTLAND, OR	Current employment
C••••••••• W••••• M••••••••• L••	Former SEC adviser	Dec 2, 2011	Jan 23, 2013	no	PORTLAND, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• W••••• M••••••••• L••	I••••••••• W••••• A•••••••	Jan 23, 2013	Jul 29, 2021	3,109	Firm change after gap	Other
C•• A•••••••• L••	C••••••••• W••••• M••••••••• L••	Nov 30, 2011	Dec 2, 2011

Relationships

Registered with (3)

→ I••••••••• W••••• A•••••••Registered adviserregistration: current employment
Jul 29, 2021 to presentfactForm ADV
→ C••••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 2, 2011 to Jan 23, 2013factForm ADV
→ C•• A•••••••• L••Registered adviserregistration: previous registration
May 22, 2006 to Nov 30, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:931aa845-d076-4e80-c3b5-b3efa50977c0
First observed: May 22, 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.