DFX Intelligence

K••••••• J••• S••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

K••••••• J••• S••••••••

Advisor at B••• W•••• W•••••

PORTLAND, OR

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Search this name across graphsid dfx:ria:9ddaa212-6f7b-4d72-6228-2ab27b0a9b01

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 21, 2003 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: B••• W•••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 20, 2003earliest 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
B••• W•••• W•••••	Independent wealth	Jun 28, 2023	n/a	yes	PORTLAND, OR	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Aug 3, 2021	Jun 12, 2023	no	LAKE OSWEGO, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	B••• W•••• W•••••	Jun 12, 2023	Jun 28, 2023	16	Firm change	Ibd to RIA
F••••••• P••••••• A•• W•••••••• A•••••••	C••••• I••••••••• A••••••• L••	May 20, 2021	Aug 3, 2021

Relationships

Registered with (6)

→ B••• W•••• W•••••Registered adviserregistration: current employment
Jun 28, 2023 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Aug 3, 2021 to Jun 12, 2023factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Apr 17, 2021 to May 20, 2021factForm ADV
→ S•••••• P••••••• I••••••••• S••••••••• L••

Dated events

Occurred
Jun 12, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9ddaa212-6f7b-4d72-6228-2ab27b0a9b01
First observed: Oct 21, 2003
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.