DFX Intelligence

J••• W•••••• T•••••• R••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

J••• W•••••• T•••••• R••••••••

Advisor at G•••••••• F•••••••• • E••••• S•••••••• I•••

KIRKLAND, WA

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Search this name across graphsid dfx:ria:18741a28-82d1-98bc-3383-8fbf8dc80a0a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 22, 2017 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: G•••••••• F•••••••• • E••••• S•••••••• I•••
Current firm class: independent wealth managerderived
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: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••••• F•••••••• • E••••• S•••••••• I•••	Independent wealth	Mar 29, 2022	n/a	yes	KIRKLAND, WA	Current employment
S••••••••• A•••••• A•••••••• I•••	Former SEC adviser	Nov 6, 2020	Mar 31, 2022	no	SEATTLE, WA\|KIRKLAND, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• A•••••• A•••••••• I•••	G•••••••• F•••••••• • E••••• S•••••••• I•••	Mar 31, 2022	Mar 29, 2022	-2	Firm change	Ibd to RIA
K•• F•••••••• S•••••••• I••	S••••••••• A•••••• A•••••••• I•••	Nov 6, 2020	Nov 6, 2020

Relationships

Registered with (3)

→ G•••••••• F•••••••• • E••••• S•••••••• I•••Registered adviserregistration: current employment
Mar 29, 2022 to presentfactForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 6, 2020 to Mar 31, 2022factForm ADV
→ K•• F•••••••• S•••••••• I••Registered adviserregistration: previous registration
Jul 22, 2017 to Nov 6, 2020factForm ADV

Dated events

Occurred
Mar 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18741a28-82d1-98bc-3383-8fbf8dc80a0a
First observed: Jul 22, 2017
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.