DFX Intelligence

Data Factory

R•••••• E• B•••••••: 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 / WealthAdvisor13 years in industry

R•••••• E• B•••••••

Advisor at C• P••••••• C•••

Phoenix, AZ | PORTLAND, OR | Scottsdale, AZ

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:a0c9db51-3822-078e-b272-c9dba826d36b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 1, 2018 to Sep 15, 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• P••••••• C•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C• P••••••• C•••	Independent wealth	Feb 14, 2022	n/a	yes	Scottsdale, AZ\|PORTLAND, OR\|Phoenix, AZ	Current employment
D••••••	Independent wealth	Oct 1, 2018	Mar 15, 2022	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
D••••••	C• P••••••• C•••	Mar 15, 2022	Feb 14, 2022	-29	Firm change	RIA to RIA

Relationships

Registered with (2)

→ C• P••••••• C•••Registered adviserregistration: current employment
Feb 14, 2022 to presentfactForm ADV
→ D••••••Registered adviserregistration: previous registration
Oct 1, 2018 to Mar 15, 2022factForm ADV

Dated events

Occurred
Mar 15, 2022
Advisor changed firm
R•••••• E• B••••••• left Dynamic for C• P••••••• C••• (registered 2022-02-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0c9db51-3822-078e-b272-c9dba826d36b
First observed: Oct 1, 2018
Last observed: Sep 15, 2026 7 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.