DFX Intelligence

D•••• K•••• F•••••: 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 / WealthAdvisor14 years in industry

D•••• K•••• F•••••

Advisor at R•••••••• A••••••• L••

Portland, OR | EDINBURG, TX

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:a1b2f80e-0cf0-5fcf-5a9c-40677c1b513e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 10, 2012 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: R•••••••• A••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••••• A••••••• L••	State registered	Jun 25, 2018	n/a	yes	EDINBURG, TX\|Portland, OR	Current employment
C•••••••• F•••••••• G•••• A•••••••	Former SEC adviser	Oct 10, 2012	Jul 18, 2018	no	PORTLAND, OR\|SAN ANTONIO, TX\|PORTLAND, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• F•••••••• G•••• A•••••••	R•••••••• A••••••• L••	Jul 18, 2018	Jun 25, 2018	-23	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ R•••••••• A••••••• L••Registered adviserregistration: current employment
Jun 25, 2018 to presentfactForm ADV
→ C•••••••• F•••••••• G•••• A•••••••Registered adviserregistration: previous registration
Oct 10, 2012 to Jul 18, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a1b2f80e-0cf0-5fcf-5a9c-40677c1b513e
First observed: Oct 10, 2012
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.