DFX Intelligence

B•••• S•••• F•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

B•••• S•••• F•••••

Advisor at C•••••• U•••••• L••

HILLSBORO, OR | Dorado, PR

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Search this name across graphsid dfx:ria:c1f02160-e9aa-4dd5-d9ec-160a7b9f93dd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 29, 2016 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•••••• U•••••• L••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• U•••••• L••	Former SEC adviser	Mar 5, 2025	n/a	yes	HILLSBORO, OR\|Dorado, PR	Current employment
C•••••• U•••••• L••	Former SEC adviser	Jan 13, 2017	Mar 27, 2023	no	HILLSBORO, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• P•••• S••••• S•••	C•••••• U•••••• L••	Apr 11, 2017	Jan 13, 2017	-88	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
159909:285616:--:2017-04-11	Apr 11, 2017	Jan 13, 2017	Geneva	Firm change after gap

Relationships

Registered with (2)

→ C•••••• U•••••• L••Registered adviserregistration: previous registration
Jan 13, 2017 to Mar 27, 2023factForm ADV
→ C•••••• P•••• S••••• S•••Registered adviserregistration: previous registration
Aug 29, 2016 to Apr 11, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c1f02160-e9aa-4dd5-d9ec-160a7b9f93dd
First observed: Feb 29, 2016
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.