DFX Intelligence

A••••• N•••••• C•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

A••••• N•••••• C•••••

Advisor at N•• C•••••• A•••••••

BEAVERTON, OR

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Search this name across graphsid dfx:ria:d9293df4-043a-a641-f22e-5b4a4959e74d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 18, 2018 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: N•• C•••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•• C•••••• A•••••••	Independent wealth	Feb 12, 2020	n/a	yes	BEAVERTON, OR	Current employment
T••• P•••••• W••••• A•••••••• L••	Independent wealth	Jun 18, 2018	Apr 1, 2020	no	SALEM, OR\|PORTLAND, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••• P•••••• W••••• A•••••••• L••	N•• C•••••• A•••••••	Apr 1, 2020	Feb 12, 2020	-49	Firm change after gap	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
164947:306483:OR:2020-04-01	Apr 1, 2020	Feb 12, 2020	PORTLAND, OR	Firm change after gap

Relationships

Registered with (2)

→ N•• C•••••• A•••••••Registered adviserregistration: current employment
Feb 12, 2020 to presentfactForm ADV
→ T••• P•••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 18, 2018 to Apr 1, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d9293df4-043a-a641-f22e-5b4a4959e74d
First observed: Jun 18, 2018
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.