DFX Intelligence

I•• R••••• M••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

I•• R••••• M••••••••

Advisor at M•• S••••••••• L••

San Diego, CA | Tigard, OR

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Search this name across graphsid dfx:ria:d62cd481-3b9a-c5c7-5dda-3169881eb783

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 17, 2016 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: M•• S••••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• S••••••••• L••	No RAUM reported	Aug 31, 2026	n/a	yes	Tigard, OR\|San Diego, CA	Current employment
M••••• S••••••	Wirehouse	Oct 17, 2016	May 30, 2018	no	Portland, OR\|Bend, OR\|Coos Bay, OR\|EUGENE, OR\|Lake Oswego, OR\|Medford, OR\|SALEM, OR\|Vancouver, WA\|Bellingham, WA\|FEDERAL WAY, WA\|Gig Harbor, WA\|Olympia, WA\|Seattle, WA\|Seattle, WA\|Silverdale, WA\|Tacoma, WA\|Boise, ID\|ANCHORAGE, AK\|Billings, MT\|BOZEMAN, MT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	M•• S••••••••• L••	May 30, 2018	Aug 31, 2026	3,015	Firm change after gap	Other

Relationships

Registered with (2)

→ M•• S••••••••• L••Registered adviserregistration: current employment
Aug 31, 2026 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Oct 17, 2016 to May 30, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d62cd481-3b9a-c5c7-5dda-3169881eb783
First observed: Oct 17, 2016
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.