DFX Intelligence

B•••• T••••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant17 years in industry

B•••• T••••• M•••••

Advisor at V•••• C•••••• P•••••••• I•••

PORTLAND, OR

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jun 3, 2014 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: V•••• C•••••• P•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 26, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• C•••••• P•••••••• I•••	Independent wealth	Apr 14, 2026	n/a	yes	PORTLAND, OR	Current employment
M••••• S••••••	Wirehouse	Jun 29, 2023	Mar 16, 2026	no	Lake Oswego, OR\|Portland, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	V•••• C•••••• P•••••••• I•••	Mar 16, 2026	Apr 14, 2026	29	Firm change	Wirehouse to RIA
M• F•••••••• A•••• M••••••••• I•••	M••••• S••••••	Jun 12, 2023	Jun 29, 2023

Relationships

Registered with (4)

→ V•••• C•••••• P•••••••• I•••Registered adviserregistration: current employment
Apr 14, 2026 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 29, 2023 to Mar 16, 2026factForm ADV
→ M• F•••••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Jul 22, 2019 to Jun 12, 2023factForm ADV
→ M• H••••••• S••••••••• I•••

Dated events

Order

Occurred
16 Mar 2026
Advisor changed firm
••• Locked
Form ADV
Occurred
12 Jun 2023
Advisor changed firm2 events
B•••• T••••• M•••••: advisor changed firm, 2 firms, on 12 Jun 2023
- ••• Locked
- ••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 3, 2014
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.