P•••••• L•• R••

Advisor at R••••• W• B•••• • C•• I•••••••••

WOODINVILLE, WA | Bellevue, WA

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Search this name across graphsid dfx:ria:04feabfb-5e48-8c54-0011-1f4300e72b8f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 6, 2012 to Sep 15, 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••••• W• B•••• • C•• I•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jun 5, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Nov 7, 2014	n/a	yes	Bellevue, WA\|WOODINVILLE, WA	Current employment
M•••••• W••••• R••••• I•••	Former SEC adviser	Jun 6, 2012	Nov 7, 2014	no	BELLEVUE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• W••••• R••••• I•••	R••••• W• B•••• • C•• I•••••••••	Nov 7, 2014	Nov 7, 2014	0	Bulk transfer	Other

Relationships

Registered with (2)

→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: current employment
Nov 7, 2014 to presentfactForm ADV
→ M•••••• W••••• R••••• I•••Registered adviserregistration: previous registration
Jun 6, 2012 to Nov 7, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:04feabfb-5e48-8c54-0011-1f4300e72b8f
First observed: Jun 6, 2012
Last observed: Sep 15, 2026 7 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.