DFX Intelligence

B••••• J•••• L••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorChartered Financial Consultant29 years in industry

B••••• J•••• L••

Advisor at C•••••• P•••••••• L••

ISSAQUAH, WA | BELLEVUE, 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:3f05b766-5642-a94c-19ce-b7cbd8e6c091

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 2, 2006 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•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• P•••••••• L••	Independent wealth	Jan 22, 2014	n/a	yes	BELLEVUE, WA\|ISSAQUAH, WA	Current employment
C•••••• P••••••• C•••	Former SEC adviser	Feb 2, 2006	Jan 27, 2014	no	BELLEVUE, WA\|BELLEVUE, WA\|BELLEVUE, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• P••••••• C•••	C•••••• P•••••••• L••	Jan 27, 2014	Jan 22, 2014	-5	Channel change	Other

Relationships

Registered with (2)

→ C•••••• P•••••••• L••Registered adviserregistration: current employment
Jan 22, 2014 to presentfactForm ADV
→ C•••••• P••••••• C•••Registered adviserregistration: previous registration
Feb 2, 2006 to Jan 27, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3f05b766-5642-a94c-19ce-b7cbd8e6c091
First observed: Feb 2, 2006
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.