DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor18 years in industry

R••• N••••• R••••••••

Advisor at A••••• C•••••• M•••••••••

MENLO PARK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d9da1854-222c-52d1-f0fb-c105b114fb9b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 23, 2008 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: A••••• C•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 22, 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: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• C•••••• M•••••••••	Independent wealth	Mar 5, 2020	n/a	yes	MENLO PARK, CA	Current employment
A••••••••• L•••	Other adviser	Aug 17, 2017	Jul 25, 2019	no	San Francisco, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• L•••	A••••• C•••••• M•••••••••	Jul 25, 2019	Mar 5, 2020	224	Firm change	Other
E•••••• A•••• M•••••••••	A••••••••• L•••	Jan 17, 2018	Aug 17, 2017

Relationships

Registered with (5)

→ A••••• C•••••• M•••••••••Registered adviserregistration: current employment
Mar 5, 2020 to presentfactForm ADV
→ A••••••••• L•••Registered adviserregistration: previous registration
Aug 17, 2017 to Jul 25, 2019factForm ADV
→ E•••••• A•••• M•••••••••Registered adviserregistration: previous registration
Oct 18, 2016 to Jan 17, 2018factForm ADV
→ W•••••••• I••••••••• M••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d9da1854-222c-52d1-f0fb-c105b114fb9b
First observed: May 23, 2008
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.