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T••••• B• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

T••••• B• M•••••

Advisor at A••••••• F•••••••• P••••••• L••

TENINO, WA

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Search this name across graphsid dfx:ria:3204e033-81d8-4089-06c1-e00da0df4056

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 1, 2007 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: A••••••• F•••••••• P••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 29, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• F•••••••• P••••••• L••	State registered	Aug 2, 2018	n/a	yes	TENINO, WA	Current employment
V••••••• L••	Former SEC adviser	May 9, 2017	Jul 19, 2018	no	BELLEVUE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••••• L••	A••••••• F•••••••• P••••••• L••	Jul 19, 2018	Aug 2, 2018	14	Firm change	RIA to state RIA
N• S•••• • A••••••••• P•••	V••••••• L••	May 1, 2017	May 9, 2017

Relationships

Registered with (6)

→ A••••••• F•••••••• P••••••• L••Registered adviserregistration: current employment
Aug 2, 2018 to presentfactForm ADV
→ V••••••• L••Registered adviserregistration: previous registration
May 9, 2017 to Jul 19, 2018factForm ADV
→ N• S•••• • A••••••••• P•••Registered adviserregistration: previous registration
Oct 15, 2014 to May 1, 2017factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3204e033-81d8-4089-06c1-e00da0df4056
First observed: Mar 1, 2007
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.