DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst32 years in industry

W•••••• C••••••••• R•••••

Advisor at B••••• R••• W••••• A•••••••

CAMAS, WA | Camas, WA

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Search this name across graphsid dfx:ria:ea01596f-0900-8491-1bea-6b6ff3b1d341

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 5, 2002 to Sep 15, 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: B••••• R••• W••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 15, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 22derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• R••• W••••• A•••••••	State registered	Jun 23, 2004	n/a	yes	CAMAS, WA\|Camas, WA	Current employment
F•••• M•••••• S••••••••• C••••	n/a	Oct 31, 2003	Jul 22, 2008	no	VANCOUVER, WA\|RED BANK, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• M•••••• S••••••••• C••••	B••••• R••• W••••• A•••••••	Jul 22, 2008	Jun 23, 2004	-1,490	Firm change after gap	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	F•••• M•••••• S••••••••• C••••	Nov 5, 2003	Oct 31, 2003

Relationships

Registered with (3)

→ B••••• R••• W••••• A•••••••Registered adviserregistration: current employment
Jun 23, 2004 to presentfactForm ADV
→ F•••• M•••••• S••••••••• C••••Registered adviserregistration: previous registration
Oct 31, 2003 to Jul 22, 2008factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 5, 2002 to Nov 5, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ea01596f-0900-8491-1bea-6b6ff3b1d341
First observed: Apr 5, 2002
Last observed: Sep 15, 2026 7 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.