DFX Intelligence

J••••••• J••• D• T•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

J••••••• J••• D• T•••••

Advisor at B•••• E•••••• F••••••••• L••

PORTLAND, OR

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Search this name across graphsid dfx:ria:b1e03621-bcbc-f82e-6bb4-2d2d2d50112b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 8, 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: B•••• E•••••• F••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 8, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• E•••••• F••••••••• L••	State registered	Feb 28, 2019	n/a	yes	PORTLAND, OR	Current employment
N•• O•••••• F••••••••• L••	n/a	May 30, 2012	Jun 5, 2019	no	PORTLAND, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•• O•••••• F••••••••• L••	B•••• E•••••• F••••••••• L••	Jun 5, 2019	Feb 28, 2019	-97	Firm change after gap	Other
V•••••• A•••••••	N•• O•••••• F••••••••• L••	May 23, 2012	May 30, 2012

Relationships

Registered with (3)

→ B•••• E•••••• F••••••••• L••Registered adviserregistration: current employment
Feb 28, 2019 to presentfactForm ADV
→ N•• O•••••• F••••••••• L••Registered adviserregistration: previous registration
May 30, 2012 to Jun 5, 2019factForm ADV
→ V•••••• A•••••••Registered adviserregistration: previous registration
Feb 8, 2012 to May 23, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b1e03621-bcbc-f82e-6bb4-2d2d2d50112b
First observed: Feb 8, 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.