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P••••• J••• R••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

P••••• J••• R••••••

Advisor at C•••• W••••• L••

PORTLAND, OR

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Search this name across graphsid dfx:ria:b2018877-6c4f-1119-8422-952e22008d65

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 4, 2009 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: C•••• W••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 21, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

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•••• W••••• L••	State registered	Aug 17, 2022	n/a	yes	PORTLAND, OR	Current employment
T•••••••• P••••••• L••	Independent wealth	Apr 23, 2012	Jan 11, 2021	no	PORTLAND, OR

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
T•••••••• P••••••• L••	C•••• W••••• L••	Jan 11, 2021	Aug 17, 2022	583	Firm change after gap	RIA to state RIA
W•••• F•••• A•••••••	T•••••••• P••••••• L••	Apr 24, 2012

Relationships

Registered with (3)

→ C•••• W••••• L••Registered adviserregistration: current employment
Aug 17, 2022 to presentfactForm ADV
→ T•••••••• P••••••• L••Registered adviserregistration: previous registration
Apr 23, 2012 to Jan 11, 2021factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Nov 4, 2009 to Apr 24, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b2018877-6c4f-1119-8422-952e22008d65
First observed: Nov 4, 2009
Last observed: Sep 14, 2026 8 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.