G•••• C•••

Advisor at F•••••••• C•••••• M••••••••• L••

SEATTLE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:064b3f4f-821f-b01b-3848-feaf9940b368

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 28, 2018 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•••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• C•••••• M••••••••• L••	Independent wealth	Feb 28, 2022	n/a	yes	SEATTLE, WA	Current employment
P•••••• P•••••• W••••• L••	Independent wealth	May 11, 2020	Feb 15, 2022	no	BELLEVUE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• P•••••• W••••• L••	F•••••••• C•••••• M••••••••• L••	Feb 15, 2022	Feb 28, 2022	13	Firm change	RIA to RIA
U•• F•••••••• S••••••• I•••	P•••••• P•••••• W••••• L••	Nov 6, 2019	May 11, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
8174:305115:WA:2019-11-06	Nov 6, 2019	May 11, 2020	BELLEVUE, WA	Firm change

Relationships

Registered with (4)

→ F•••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Feb 28, 2022 to presentfactForm ADV
→ P•••••• P•••••• W••••• L••Registered adviserregistration: previous registration
May 11, 2020 to Feb 15, 2022factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Jul 23, 2019 to Nov 6, 2019factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Feb 15, 2022
Advisor changed firm
G•••• C••• left P•••••• P•••••• W••••• L•• for F•••••••• C•••••• M••••••••• L•• (registered 2022-02-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:064b3f4f-821f-b01b-3848-feaf9940b368
First observed: Aug 28, 2018
Last observed: Sep 14, 2026 8 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.