M•••••••• L••

Advisor at C••• P•••••••

Tacoma, WA | OFALLON, MO

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Search this name across graphsid dfx:ria:36bebd3c-0079-0bf5-562c-f725c337aa9d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 25, 2013 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: C••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 28, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••• P•••••••	Independent wealth	Jun 13, 2025	n/a	yes	Tacoma, WA\|OFALLON, MO	Current employment
S•••••	n/a	Feb 21, 2019	Jun 24, 2025	no	TACOMA, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••	C••• P•••••••	Jun 24, 2025	Jun 13, 2025	-11	Firm change	Other
J••• M••••• S••••••••• L••	S•••••	Aug 12, 2015	Feb 21, 2019

Relationships

Registered with (3)

→ C••• P•••••••Registered adviserregistration: current employment
Jun 13, 2025 to presentfactForm ADV
→ S•••••Registered adviserregistration: previous registration
Feb 21, 2019 to Jun 24, 2025factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Apr 25, 2013 to Aug 12, 2015factForm ADV

Dated events

Occurred
Jun 24, 2025
Advisor changed firm
M•••••••• L•• left Seamfi for C••• P••••••• (registered 2025-06-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36bebd3c-0079-0bf5-562c-f725c337aa9d
First observed: Apr 25, 2013
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.