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A•••• K•••••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

A•••• K•••••• B•••••

Advisor at F•••• P••••••• W•••••• L••

Eugene, OR

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Search this name across graphsid dfx:ria:c7d9f69f-d06e-69bc-8ed7-f42f82e41d86

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 3, 2006 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 3, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom 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
F•••• P••••••• W•••••• L••	Independent wealth	Feb 7, 2025	n/a	yes	Eugene, OR	Current employment
M•••••••	Former SEC adviser	Mar 2, 2018	Mar 27, 2025	no	Eugene, OR\|SEATTLE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••••	F•••• P••••••• W•••••• L••	Mar 27, 2025	Feb 7, 2025	-48	Bulk transfer	RIA to RIA
W•••••• • R•••	M•••••••	Feb 14, 2018	Mar 2, 2018

Relationships

Registered with (4)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Feb 7, 2025 to presentfactForm ADV
→ M•••••••Registered adviserregistration: previous registration
Mar 2, 2018 to Mar 27, 2025factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Dec 16, 2008 to Feb 14, 2018factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c7d9f69f-d06e-69bc-8ed7-f42f82e41d86
First observed: Oct 3, 2006
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.