K••• H••• W••••

Advisor at X••• S•••••••

••• Locked

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:422cb7f0-8b9e-680d-2142-8cd43f0deec3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 19, 2016 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: X••• S•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
X••• S•••••••	Independent wealth	Jun 5, 2026	n/a	yes	BOZEMAN, MT\|Normandy Park, WA\|Medellin	Current employment
C•• A•••••••• L••	Independent wealth	Jun 1, 2020	Jul 2, 2026	no	MANHATTAN, KS\|Seahurst, WA\|Normandy Park, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•• A•••••••• L••	X••• S•••••••	Jul 2, 2026	Jun 5, 2026	-27	Firm change	RIA to RIA
J•••••• P••••••• F•••••••• P•••••••• L••	C•• A•••••••• L••	Sep 1, 2020	Jun 1, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
118564:159359:WA:2020-09-01	Sep 1, 2020	Jun 1, 2020	NORMANDY PARK, WA	Firm change after gap

Relationships

Registered with (3)

→ X••• S•••••••Registered adviserregistration: current employment
Jun 5, 2026 to presentfactForm ADV
→ C•• A•••••••• L••Registered adviserregistration: previous registration
Jun 1, 2020 to Jul 2, 2026factForm ADV
→ J•••••• P••••••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration
Sep 19, 2016 to Sep 1, 2020factForm ADV

Dated events

Occurred
Jul 2, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:422cb7f0-8b9e-680d-2142-8cd43f0deec3
First observed: Sep 19, 2016
Last observed: Sep 15, 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.