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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant26 years in industry

D•••• D•••• G•••••

Advisor at R••••••••• S•••••••••

LONGVIEW, WA

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Search this name across graphsid dfx:ria:2b62a395-55b0-5b6e-256e-b32712983191

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Feb 1, 2011 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: R••••••••• S•••••••••
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: Jan 24, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms

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
R••••••••• S•••••••••	State registered	Aug 17, 2021	n/a	yes	LONGVIEW, WA	Current employment
U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••	I•••••••••_WEALTH	Aug 18, 2020	Sep 29, 2020	no

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
U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••	R••••••••• S•••••••••	Sep 29, 2020	Aug 17, 2021	322	Firm change	RIA to state RIA
C•••••••• I••••••••• R••••••• A•••••••• I•••	U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••

Relationships

Registered with (7)

→ R••••••••• S•••••••••Registered adviserregistration: current employment
Aug 17, 2021 to presentfactForm ADV
→ U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••Registered adviserregistration: previous registration
Aug 18, 2020 to Sep 29, 2020factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 5, 2018 to Jul 14, 2020factForm ADV
→ I••••••••• F•••••••• G••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2b62a395-55b0-5b6e-256e-b32712983191
First observed: Feb 1, 2011
Last observed: Sep 14, 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.