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S•••••• S••••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

S•••••• S••••• S•••••

Advisor at I•••••••• L••

Selah, WA | BELLEVUE, WA

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Search this name across graphsid dfx:ria:266a2e42-1521-b9b9-3391-6f99e1bbfb67

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 4, 2018 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: I•••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
I•••••••• L••	State registered	Dec 8, 2020	n/a	yes	BELLEVUE, WA\|Selah, WA	Current employment
G•• S••••••••• I•••	Bd affiliated wealth	Oct 4, 2018	Dec 14, 2020	no	SELAH, WA\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|SELAH, WA

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
G•• S••••••••• I•••	I•••••••• L••	Dec 14, 2020	Dec 8, 2020	-6	Firm change	Ibd to state RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
128929:306315:WA:2020-12-07	Dec 14, 2020	Dec 8, 2020	SELAH, WA	Firm change

Relationships

Registered with (2)

→ I•••••••• L••Registered adviserregistration: current employment
Dec 8, 2020 to presentfactForm ADV
→ G•• S••••••••• I•••Registered adviserregistration: previous registration
Oct 4, 2018 to Dec 14, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:266a2e42-1521-b9b9-3391-6f99e1bbfb67
First observed: Oct 4, 2018
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.