DFX Intelligence

N••••••• F••••• B••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

N••••••• F••••• B••••••

Advisor at B•••••• W••••• M••••••••• L••

SPOKANE, WA

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Search this name across graphsid dfx:ria:004a390d-8f68-c693-612e-fdc81ff63354

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 7, 2016 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: B•••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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
B•••••• W••••• M••••••••• L••	State registered	Sep 15, 2021	n/a	yes	SPOKANE, WA	Current employment
G•• S••••••••• I•••	Bd affiliated wealth	Dec 1, 2017	Aug 18, 2021	no	LAKEWOOD, CA\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|LAKEWOOD, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•• S••••••••• I•••	B•••••• W••••• M••••••••• L••	Aug 18, 2021	Sep 15, 2021	28	Firm change	Ibd to state RIA
E•••••••• A•••••••• L••	G•• S••••••••• I•••	Dec 8, 2017	Dec 1, 2017

Relationships

Registered with (3)

→ B•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Sep 15, 2021 to presentfactForm ADV
→ G•• S••••••••• I•••Registered adviserregistration: previous registration
Dec 1, 2017 to Aug 18, 2021factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 7, 2016 to Dec 8, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:004a390d-8f68-c693-612e-fdc81ff63354
First observed: Apr 7, 2016
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.