DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

D••••• M•••••• R••

Advisor at E•••••••• W••••• M•••••••••

SEATTLE, WA | Portland, OR

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Search this name across graphsid dfx:ria:99f15978-287b-605f-b656-dda7bcb743da

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Oct 15, 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•••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 14, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 9

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• W••••• M•••••••••	Independent wealth	Apr 18, 2022	n/a	yes	Portland, OR\|SEATTLE, WA	Current employment
E•••••• C•••••• M••••••••• L••	Former SEC adviser	Feb 5, 2016	Apr 22, 2022	no	Portland, OR\|ARLINGTON, VA\|Portland, OR\|Portland, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• C•••••• M••••••••• L••	E•••••••• W••••• M•••••••••	Apr 22, 2022	Apr 18, 2022	-4	Firm change	RIA to RIA
T• A••••••••• I•••	T• A••••••••• I••••••••• M••••••••• L••	Jan 25, 2016	May 15, 2013

Relationships

Registered with (10)

→ E•••••••• W••••• M•••••••••Registered adviserregistration: current employment
Apr 18, 2022 to presentfactForm ADV
→ E•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 5, 2016 to Apr 22, 2022factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
May 15, 2013 to Jan 25, 2016factForm ADV
→ T• A••••••••• I•••

Dated events

Occurred
Apr 22, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:99f15978-287b-605f-b656-dda7bcb743da
First observed: Oct 15, 2008
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.