DFX Intelligence

S•••••••• D••••••• T•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

S•••••••• D••••••• T•••••••••

Advisor at R•••• F•••••••• G••••• L••

TIGARD, OR

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Search this name across graphsid dfx:ria:fc51289e-6088-9751-f86e-99880714d71e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 30, 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•••• F•••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 10, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••• F•••••••• G••••• L••	Independent wealth	Nov 16, 2020	n/a	yes	TIGARD, OR	Current employment
H•••• I••••••••	Mixed wealth	Aug 25, 2016	Mar 27, 2020	no	LAKE OSWEGO, OR\|Lake Oswego, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••• I••••••••	R•••• F•••••••• G••••• L••	Mar 27, 2020	Nov 16, 2020	234	Firm change	RIA to RIA
G• A• R••••• • C••••••	H•••• I••••••••	Aug 1, 2016	Aug 25, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
133017:290001:OR:2020-03-27	Mar 27, 2020	Nov 16, 2020	LAKE OSWEGO, OR	Firm change

Relationships

Registered with (3)

→ R•••• F•••••••• G••••• L••Registered adviserregistration: current employment
Nov 16, 2020 to presentfactForm ADV
→ H•••• I••••••••Registered adviserregistration: previous registration
Aug 25, 2016 to Mar 27, 2020factForm ADV
→ G• A• R••••• • C••••••Registered adviserregistration: previous registration
Sep 30, 2010 to Aug 1, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc51289e-6088-9751-f86e-99880714d71e
First observed: Sep 30, 2010
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.