R••• H••••••

Advisor at F••••••••• F•••••••• P•••••••

SPOKANE, WA

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:2b317300-23f8-69e0-b133-d37cf7321c64

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 17, 2014 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: F••••••••• F•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 23, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••••• F•••••••• P•••••••	Independent wealth	Apr 3, 2024	n/a	yes	SPOKANE, WA	Current employment
F•••••••• A•••••••• I••••••••• M•••••••••	Former SEC adviser	Dec 20, 2019	Jul 1, 2024	no	Spokane, WA\|OLYMPIA, WA\|Coeur d'Alene, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• A•••••••• I••••••••• M•••••••••	F••••••••• F•••••••• P•••••••	Jul 1, 2024	Apr 3, 2024	-89	Firm change after gap	RIA to new firm
F•••••••• M••••••••• I•••	F•••••••• A•••••••• I••••••••• M•••••••••	Jun 26, 2020	Dec 20, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
151298:330347:ID:2024-07-01	Jul 1, 2024	Apr 3, 2024	COEUR DALENE, ID	Firm change after gap
117578:151298:WA:2020-06-26	Jun 26, 2020	Dec 20, 2019	YAKIMA, WA	Firm change after gap

Relationships

Registered with (5)

→ F••••••••• F•••••••• P•••••••Registered adviserregistration: current employment
Apr 3, 2024 to presentfactForm ADV
→ F•••••••• A•••••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Dec 20, 2019 to Jul 1, 2024factForm ADV
→ F•••••••• M••••••••• I•••Registered adviserregistration: previous registration
Feb 9, 2017 to Jun 26, 2020factForm ADV
→ F•••••••• A••••••• S•••••••• L••

Dated events

Occurred
Jul 1, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2b317300-23f8-69e0-b133-d37cf7321c64
First observed: Mar 17, 2014
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.