DFX Intelligence
Reading the graph
Reading the graph
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Advisor at R••• C•••• W••••• M•••••••••
HILLSBORO, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| R••• C•••• W••••• M••••••••• | Independent wealth | Feb 18, 2026 | n/a | yes | HILLSBORO, OR | Current employment |
| C•••• F•••••••• A••••••• | Independent wealth | Jun 29, 2017 | Feb 23, 2026 | no | PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| C•••• F•••••••• A••••••• | R••• C•••• W••••• M••••••••• | Feb 23, 2026 | Feb 18, 2026 | -5 | Firm change | RIA to new firm |
| M••••• S•••••• | C•••• F•••••••• A••••••• | Jan 3, 2014 | Jun 29, 2017 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 287686:336666:OR:2026-02-23 | Feb 23, 2026 | Feb 18, 2026 | PORTLAND, OR | Firm change |
| M••••• S•••••• | Wirehouse | Jun 1, 2009 | Jan 3, 2014 | no | PORTLAND, OR|Portland, OR | Previous registration |
| C•••••••• G••••• M•••••• I••• | Bd affiliated wealth | Oct 27, 2008 | Jun 1, 2009 | no | PORTLAND, OR | Previous registration |
| 1,273 |
| Firm change after gap |
| Wirehouse to new firm |
| C•••••••• G••••• M•••••• I••• | M••••• S•••••• | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |