DFX Intelligence

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

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RIA / WealthAdvisor37 years in industry

R••••• G••• B•••••

Advisor at V•••••• W••• A•••••••• I•••

SPOKANE, WA

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Search this name across graphsid dfx:ria:f31f5e07-11e2-3ce3-f24f-8f1272f48879

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 29, 2000 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: V•••••• W••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 9, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• W••• A•••••••• I•••	Independent wealth	Oct 19, 2017	n/a	yes	SPOKANE, WA	Current employment
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Nov 7, 2014	Oct 31, 2017	no	Spokane, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• W• B•••• • C•• I•••••••••	V•••••• W••• A•••••••• I•••	Oct 31, 2017	Oct 19, 2017	-12	Firm change	Other
M•••••• W••••• R••••• I•••	R••••• W• B•••• • C•• I•••••••••	Nov 7, 2014	Nov 7, 2014

Relationships

Registered with (4)

→ V•••••• W••• A•••••••• I•••Registered adviserregistration: current employment
Oct 19, 2017 to presentfactForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Nov 7, 2014 to Oct 31, 2017factForm ADV
→ M•••••• W••••• R••••• I•••Registered adviserregistration: previous registration
May 6, 2013 to Nov 7, 2014factForm ADV
→ P••••••• C•••••• M••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f31f5e07-11e2-3ce3-f24f-8f1272f48879
First observed: Jun 29, 2000
Last observed: Sep 14, 2026 9 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.