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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

SECURITY FIRST ADVISORS

SECURITY FIRST ADVISORS, INC., CRD 117502

PORTLAND, OR

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:e0e14a2e-de5a-7282-9dd5-41daf5f63245

Data as of Dec 18, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 19
On other graphs: 0
Observed: Jan 13, 2020 to Dec 18, 2024
16 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $232MItem 5.F on the latest filing (2024-12-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $231MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,213
Individual clients: 432
High net worth clients: 50
SEC number: 801-118065
CRD: 117502
Filings on the tape: 16
First filed: Jan 13, 2020
Latest filed: Dec 18, 2024
Organised: Corporation, Washington
Website: sfainc.us

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHRISTOPHERSON, AARON, JACOB	PRESIDENT, CCO	E	yes	11/2023	Dec 19, 2023	Dec 18, 2024
CHRISTOPHERSON, AARON, JACOB	President	E	yes	09/2019	Dec 19, 2023	Dec 18, 2024
GAY, RANDY, EARL	VICE PRESIDENT	F	yes	09/2019	Dec 19, 2023	Dec 18, 2024
GAY, RANDY, EARL	VICE PRESIDENT	B	yes	11/2023	Dec 19, 2023	Dec 18, 2024
PINNACLE WEALTH ADVISORS, INC.	Owner	E	yes	11/2023	Dec 19, 2023	Dec 18, 2024
Timm, Brian, Andrew	VICE PRESIDENT; CCO	F	yes	10/2023	Jan 4, 2024	Dec 18, 2024
Timm, Brian, Andrew	Principal	B	yes	11/2023	Jan 4, 2024	Dec 18, 2024
REM 22, INC.	OWNER (HOLDING COMPANY)	E	no	01/1997	Mar 22, 2023	Dec 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PINNACLE WEALTH ADVISORS, INC.	n/a	Independent wealth	$550M	Y	yes	n/a
SFA COMMERCIAL, LLC	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Clackamas	Or	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 28, 2024	$232M	$0	7	4	1	n/a	n/a
2022	Mar 22, 2023	$219M	$0	7	4	1	n/a	n/a
2021	Mar 23, 2022	$379M	$0	11	6	1	n/a	n/a
2020	Mar 26, 2021	$338M	$0	10	6	1	n/a	n/a
2019	Mar 30, 2020	$297M	$0	10	6	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$232M	$219M	5.9%	$338M	-11.8%	7	7	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
IMS CAPITAL MANAGEMENT	2	Apr 1, 2025	Oct 26, 2025	PORTLAND, OR	Team lift out	RIA to RIA	40.0%
PINNACLE WEALTH ADVISORS	2	Apr 1, 2025	Feb 9, 2024	PORTLAND, OR	Team lift out	RIA to RIA	40.0%
PARA WEALTH ADVISORS, INC.	2	Nov 16, 2022	Oct 2, 2022	PORTLAND, OR	Team lift out	RIA to new firm	50.0%

Relationships

Affiliated with (2)

← PINNACLE WEALTH ADVISORSRegistered adviserother investment adviser, control, common control
factForm ADV
→ PINNACLE WEALTH ADVISORSRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (4)

← CHRISTOPHERSON, AARON, JACOBOwnerPRESIDENT, ownership code E, individual
Dec 19, 2023 to presentfactForm ADV
← GAY, RANDY, EARLOwnerVICE PRESIDENT, ownership code F, individual
Dec 19, 2023 to presentfactForm ADV
← Timm, Brian, AndrewOwnerVICE PRESIDENT; CCO, ownership code F, individual
Jan 4, 2024 to presentfactForm ADV
← PINNACLE WEALTH ADVISORS, INC.OwnerOWNER, ownership code E, domestic entity
Dec 19, 2023 to presentfactForm ADV

Owns (1)

← REM 22, INC.OwnerOWNER (HOLDING COMPANY), ownership code E, domestic entity
Mar 22, 2023 to presentfactForm ADV

Moved with (3)

→ IMS CAPITAL MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Apr 1, 2025 to Oct 26, 2025factForm ADV
→ PINNACLE WEALTH ADVISORSRegistered adviser2 advisors, team lift out, same day
Apr 1, 2025 to Feb 9, 2024factForm ADV
→ PARA WEALTH ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Nov 16, 2022 to Oct 2, 2022factForm ADV

Registered with (10)

← RONALD EVERETT WILKINSONAdvisorregistration: previous registration
Jul 21, 1997 to Apr 1, 2025factForm ADV
← AARON JACOB CHRISTOPHERSONAdvisorregistration: previous registration
Jan 12, 2024 to Apr 1, 2025factForm ADV
← RANDY EARL GAYAdvisorregistration: previous registration
Jan 12, 2024 to Apr 1, 2025factForm ADV
← Rachael Lynn SchweigerAdvisorregistration: previous registration
Aug 30, 2017 to Apr 1, 2025factForm ADV
← Brian Andrew TimmAdvisorregistration: previous registration
Jan 12, 2024 to Apr 1, 2025factForm ADV
← TERESA DAWN ELIZABETH MEYERAdvisorregistration: previous registration
May 26, 2017 to Nov 16, 2022factForm ADV
← STACY LYNN RERICKAdvisorregistration: previous registration
Jul 14, 2003 to Nov 16, 2022factForm ADV
← WILLIAM HENRY LEDERAdvisorregistration: previous registration
Jul 14, 2003 to Jan 2, 2019factForm ADV
← DAVID STUART INMANAdvisorregistration: previous registration
May 4, 1998 to Nov 2, 2018factForm ADV
← Michael OlsonAdvisorregistration: previous registration
Apr 6, 2001 to Apr 30, 2004factForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Security First Advisors no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $232.3M)
Form ADVobserved 4 days ago
$232M
Occurred
Apr 1, 2025
Team lift-out
2 advisors left Security First Advisors (Portland, OR) for IMS Capital Management on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Apr 1, 2025
Team lift-out
2 advisors left Security First Advisors (Portland, OR) for Pinnacle Wealth Advisors on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Apr 1, 2025
Advisor changed firm
Rachael Lynn Schweiger left Security First Advisors for Pinnacle Wealth Advisors (registered 2024-02-07)
Form ADVobserved 4 days ago
Occurred
Apr 1, 2025
Advisor changed firm
Brian Andrew Timm left Security First Advisors for Ims Capital Management (registered 2025-10-26)
Form ADVobserved 4 days ago
Occurred
Apr 1, 2025
Advisor changed firm
Aaron Jacob Christopherson left Security First Advisors for Ims Capital Management (registered 2025-10-26)
Form ADVobserved 4 days ago
Occurred
Apr 1, 2025
Advisor departed, no destination yet
Randy Earl Gay no longer registered at Security First Advisors; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Apr 1, 2025
Advisor changed firm
Ronald Everett Wilkinson left Security First Advisors for Pinnacle Wealth Advisors (registered 2024-02-09)
Form ADVobserved 4 days ago
Occurred
Jan 4, 2024
Control person joined
Andrew Brian Timm (Principal) appeared on Schedule A of Security First Advisors
Form ADVobserved 4 days ago
Occurred
Dec 19, 2023
Control person left
Everett Ronald Wilkinson (President/Cco) no longer on Schedule A of Security First Advisors (listed 2023-11-30, absent 2023-12-19)
Form ADVobserved 4 days ago
Occurred
Dec 19, 2023
Control person left
Sterling Evan Russell (Secretary/Treasurer) no longer on Schedule A of Security First Advisors (listed 2023-11-30, absent 2023-12-19)
Form ADVobserved 4 days ago
Occurred
Dec 19, 2023
Control person joined
Jacob Aaron Christopherson (President, Cco) appeared on Schedule A of Security First Advisors
Form ADVobserved 4 days ago
Occurred
Dec 19, 2023
Control person joined
Earl Randy Gay (Vice President) appeared on Schedule A of Security First Advisors
Form ADVobserved 4 days ago
Occurred
Mar 22, 2023
Regulatory AUM changed
Security First Advisors reported RAUM $219.4M, down 42% from $378.7M (2023-02-27 to 2023-03-22)
Form ADVobserved 4 days ago
$-159M
Occurred
Mar 22, 2023
Control person left
Lynn Stacy Rerick (Secretary/Treasurer) no longer on Schedule A of Security First Advisors (listed 2023-02-27, absent 2023-03-22)
Form ADVobserved 4 days ago
Occurred
Nov 16, 2022
Team lift-out
2 advisors left Security First Advisors (Portland, OR) for Para Wealth Advisors, Inc. on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Nov 16, 2022
Advisor changed firm
Teresa Dawn Elizabeth Meyer left Security First Advisors for Para Wealth Advisors, Inc. (registered 2022-10-02)
Form ADVobserved 4 days ago
Occurred
Nov 16, 2022
Advisor changed firm
Stacy Lynn Rerick left Security First Advisors for Para Wealth Advisors, Inc. (registered 2022-10-02)
Form ADVobserved 4 days ago
Occurred
Jan 13, 2020
First Form ADV filing
Security First Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e0e14a2e-de5a-7282-9dd5-41daf5f63245
First observed: Jan 13, 2020
Last observed: Dec 18, 2024 21 months ago
Source families: Federal regulator filings
3 registered feeds 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.

SECURITY FIRST ADVISORS

SECURITY FIRST ADVISORS, INC., CRD 117502

PORTLAND, OR

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:e0e14a2e-de5a-7282-9dd5-41daf5f63245

Data as of Dec 18, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:04 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHRISTOPHERSON, AARON, JACOB

PRESIDENT, CCO

yes

11/2023

Dec 19, 2023

Dec 18, 2024

CHRISTOPHERSON, AARON, JACOB

President

yes

09/2019

Dec 19, 2023

Dec 18, 2024

GAY, RANDY, EARL

VICE PRESIDENT

yes

09/2019

Dec 19, 2023

Dec 18, 2024

GAY, RANDY, EARL

VICE PRESIDENT

yes

11/2023

Dec 19, 2023

Dec 18, 2024

PINNACLE WEALTH ADVISORS, INC.

Owner

yes

11/2023

Dec 19, 2023

Dec 18, 2024

Timm, Brian, Andrew

VICE PRESIDENT; CCO

yes

10/2023

Jan 4, 2024

Dec 18, 2024

Timm, Brian, Andrew

Principal

yes

11/2023

Jan 4, 2024

Dec 18, 2024

REM 22, INC.

OWNER (HOLDING COMPANY)

01/1997

Mar 22, 2023

Dec 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PINNACLE WEALTH ADVISORS, INC.

n/a

Independent wealth

$550M

yes

n/a

SFA COMMERCIAL, LLC

n/a

City

State

Country

Employees

Also broker-dealer

Clackamas

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 28, 2024

$232M

n/a

2022

Mar 22, 2023

$219M

n/a

2021

Mar 23, 2022

$379M

n/a

2020

Mar 26, 2021

$338M

n/a

2019

Mar 30, 2020

$297M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$232M

$219M

5.9%

$338M

-11.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

IMS CAPITAL MANAGEMENT

Apr 1, 2025

Oct 26, 2025

PORTLAND, OR

Team lift out

RIA to RIA

40.0%

PINNACLE WEALTH ADVISORS

Apr 1, 2025

Feb 9, 2024

PORTLAND, OR

Team lift out

RIA to RIA

40.0%

PARA WEALTH ADVISORS, INC.

Nov 16, 2022

Oct 2, 2022

PORTLAND, OR

Team lift out

RIA to new firm

50.0%