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

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RIA / WealthAdvisor16 years in industry

C•••• B•••• A•••• M•••••••

Advisor at 4•• F••••••••

CANBY, OR

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Search this name across graphsid dfx:ria:da9efb3d-21f1-fad7-7dc3-982c4641f218

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 1, 2010 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: 4•• F••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
4•• F••••••••	Independent wealth	Aug 8, 2025	n/a	yes	CANBY, OR	Current employment
F•••••••• A•••••••• I••••••••• M•••••••••	Former SEC adviser	Mar 14, 2017	Oct 23, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• A•••••••• I••••••••• M•••••••••	4•• F••••••••	Oct 23, 2025	Aug 8, 2025	-76	Firm change after gap	RIA to new firm
E••••• J••••	F•••••••• A•••••••• I••••••••• M•••••••••	Feb 22, 2017

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
151298:335831:OR:2025-10-23	Oct 23, 2025	Aug 8, 2025	CANBY, OR	Firm change after gap

Relationships

Registered with (3)

→ 4•• F••••••••Registered adviserregistration: current employment
Aug 8, 2025 to presentfactForm ADV
→ F•••••••• A•••••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Mar 14, 2017 to Oct 23, 2025factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Mar 1, 2010 to Feb 22, 2017factForm ADV

Dated events

Occurred
Oct 23, 2025
Advisor changed firm
C•••• B•••• A•••• M••••••• left F•••••••• A•••••••• I••••••••• M••••••••• for 4•• F•••••••• (registered 2025-08-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:da9efb3d-21f1-fad7-7dc3-982c4641f218
First observed: Mar 1, 2010
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.