DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant31 years in industry

R••••• B•••• P••••

Advisor at R• I••••••••• S•••••••• L••

PORTLAND, OR

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 17, 2010 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: R• I••••••••• S•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 27, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R• I••••••••• S•••••••• L••	State registered	May 17, 2010	n/a	yes	PORTLAND, OR	Current employment
I••••••••• F•••••••• G••••• L••	Bd affiliated wealth	Jun 10, 2010	Dec 31, 2011	no	LAKE OSWEGO, OR\|SAN DIEGO, CA\|SAN DIEGO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• F•••••••• G••••• L••	n/a	Dec 31, 2011	n/a	n/a	Departure no registered destination	Departure
E•••••••• I••••••••• S•••••••• L••	R• I••••••••• S•••••••• L••	Mar 28, 2011	May 17, 2010	-315

Relationships

Registered with (3)

→ R• I••••••••• S•••••••• L••Registered adviserregistration: current employment
May 17, 2010 to presentfactForm ADV
→ I••••••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Jun 10, 2010 to Dec 31, 2011factForm ADV
→ E•••••••• I••••••••• S•••••••• L••Registered adviserregistration: previous registration
May 17, 2010 to Mar 28, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 17, 2010
Last observed: Sep 14, 2026 10 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.