C••••• S••••••

Advisor at D•• W•••••• L••

LIBERTY LAKE, WA | ATLANTA, GA

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:25d04f41-fbc8-371d-baf0-78a453a35a21

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 17, 2017 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: D•• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 17, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•• W•••••• L••	Independent wealth	Nov 9, 2023	n/a	yes	ATLANTA, GA\|LIBERTY LAKE, WA	Current employment
A•••• W••••• A•••••••• L••	Bd affiliated wealth	Oct 17, 2017	Nov 9, 2023	no	Lake Oswego, OR\|CHICAGO, IL\|Lake Oswego, OR\|Liberty Lake, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• W••••• A•••••••• L••	D•• W•••••• L••	Nov 9, 2023	Nov 9, 2023	0	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ D•• W•••••• L••Registered adviserregistration: current employment
Nov 9, 2023 to presentfactForm ADV
→ A•••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 17, 2017 to Nov 9, 2023factForm ADV

Dated events

Occurred
Nov 9, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:25d04f41-fbc8-371d-baf0-78a453a35a21
First observed: Oct 17, 2017
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.