DFX Intelligence

J••••• W••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

J••••• W••• W•••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

Tigard, OR

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Search this name across graphsid dfx:ria:e8671009-2a51-64b3-8675-c57b11b04493

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 3, 2001 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: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 11, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Jun 29, 2021	n/a	yes	Tigard, OR	Current employment
P•••••••• S••••••••• I•••	Bd affiliated wealth	Oct 3, 2001	Jul 23, 2021	no	WASHOUGAL, WA\|LAKE OSWEGO, OR\|WASHOUGAL, WA\|DES MOINES, IA\|DES MOINES, IA\|DES MOINES, IA\|TIGARD, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• S••••••••• I•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Jul 23, 2021	Jun 29, 2021	-24	Firm change	Ibd to ibd

Team moves

••• Locked

Team	Left	Joined	From	Kind
1137:134139:OR:2021-07-23	Jul 23, 2021	Jun 29, 2021	TIGARD, OR	Firm change

Relationships

Registered with (2)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Jun 29, 2021 to presentfactForm ADV
→ P•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Oct 3, 2001 to Jul 23, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8671009-2a51-64b3-8675-c57b11b04493
First observed: Oct 3, 2001
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.