DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

E•••••••• B••••••••• G••••••••

Advisor at F•••• P••••••• W•••••• L••

Eugene, OR

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Search this name across graphsid dfx:ria:ff87706f-8816-4063-530b-34911f577512

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 16, 2022 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Feb 6, 2025	n/a	yes	Eugene, OR	Current employment
M•••••••	Former SEC adviser	Jun 7, 2024	Mar 27, 2025	no	Eugene, OR\|SEATTLE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••••	F•••• P••••••• W•••••• L••	Mar 27, 2025	Feb 6, 2025	-49	Bulk transfer	RIA to RIA
R•••• • Y• I••••••••• A•••••••• L••	M•••••••	May 7, 2024	Jun 7, 2024

Relationships

Registered with (3)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Feb 6, 2025 to presentfactForm ADV
→ M•••••••Registered adviserregistration: previous registration
Jun 7, 2024 to Mar 27, 2025factForm ADV
→ R•••• • Y• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 16, 2022 to May 7, 2024factForm ADV

Dated events

Occurred
May 7, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ff87706f-8816-4063-530b-34911f577512
First observed: Dec 16, 2022
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.