DFX Intelligence
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Reading the graph
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Advisor at F••••• I•••••••••
Camas, WA | PLANO, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| F••••• I••••••••• | Independent wealth | May 15, 2026 | n/a | yes | PLANO, TX|Camas, WA | Current employment |
| P••••••• W••••• A••••••• | Independent wealth | May 9, 2025 | May 13, 2026 | no | CLACKAMAS, OR|Camas, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| P••••••• W••••• A••••••• | F••••• I••••••••• | May 13, 2026 | May 15, 2026 | 2 | Firm change | RIA to RIA |
| S•••••••• A••••••• L•• | P••••••• W••••• A••••••• | Apr 30, 2025 | May 9, 2025 |
| S•••••••• A••••••• L•• | National bd RIA | Mar 31, 2025 | Apr 30, 2025 | no | FORT WORTH, TX|BOSTON, MA | Previous registration |
| F••••••• P••••••• A•• W•••••••• A••••••• | Former SEC adviser | Oct 30, 2019 | Mar 31, 2025 | no | WESTLAKE, TX | Previous registration |
| 9 |
| Firm change |
| Ibd to RIA |
| F••••••• P••••••• A•• W•••••••• A••••••• | S•••••••• A••••••• L•• | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |