S••••• Y•••

Advisor at W••••• M•••••••••

Vancouver, WA | NORFOLK, NE

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:06570ab5-5029-6a7e-42f7-887d2678125c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 17, 2008 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: W••••• M•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• M•••••••••	Mixed wealth	Aug 29, 2014	n/a	yes	NORFOLK, NE\|Vancouver, WA	Current employment
I•••••• A••••••• N•• L••	State registered	Nov 15, 2012	Aug 25, 2014	no	BEAVERTON, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••• A••••••• N•• L••	W••••• M•••••••••	Aug 25, 2014	Aug 29, 2014	4	Firm change	Other
T•• H• G••••• I•••	I•••••• A••••••• N•• L••	Nov 21, 2012	Nov 15, 2012

Relationships

Registered with (4)

→ W••••• M•••••••••Registered adviserregistration: current employment
Aug 29, 2014 to presentfactForm ADV
→ I•••••• A••••••• N•• L••Registered adviserregistration: previous registration
Nov 15, 2012 to Aug 25, 2014factForm ADV
→ T•• H• G••••• I•••Registered adviserregistration: previous registration
Jan 13, 2009 to Nov 21, 2012factForm ADV
→ I••••••• S••••••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:06570ab5-5029-6a7e-42f7-887d2678125c
First observed: Nov 17, 2008
Last observed: Sep 15, 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.