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C••• W••••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

C••• W••••• M•••••••••

CRD 132867

SAN LUIS OBISPO, CA

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Search this name across graphsid dfx:ria:29e6d188-bafc-82d2-dab6-d4113e8eda40

Data as of Jan 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jan 14, 2026 to Jan 14, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Employees: 6
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
CRD: 132867
Filings on the tape: 1
First filed: Jan 14, 2026

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
W•••••• H•••• C•••	Certified Financial Planner	SAN LUIS OBISPO, CA	26	33	3	yes
J••••• A••••• F•••••	Certified Financial Planner	SAN LUIS OBISPO, CA \| San Luis Obispo, CA	4	14

Relationships

Registered with (5)

← J••••• A••••• F•••••Advisorregistration: current employment
Jan 14, 2026 to presentfactForm ADV
← W•••••• H•••• C•••Advisorregistration: previous registration
Jan 5, 2007 to Dec 31, 2008factForm ADV
← RYAN DENNIS OLSONAdvisorregistration: previous registration
Oct 14, 2010 to Mar 21, 2018factForm ADV
← ERIC MICHAEL MALDONADO

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:29e6d188-bafc-82d2-dab6-d4113e8eda40
First observed: Jan 14, 2026
Last observed: Jan 14, 2026 8 months ago
Source families: Federal regulator filings
3 registered feeds 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.