DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CORIENT
Bellevue, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Corient | Independent wealth | Oct 7, 2025 | n/a | yes | Bellevue, WA | Current employment |
| BRISTLECONE ADVISORS LLC | Former SEC adviser | Mar 3, 2016 | Oct 7, 2025 | no | BELLEVUE, WA | Previous registration |
| PACIFIC WEST FINANCIAL CONSULTANTS INC | Former SEC adviser | Sep 11, 2006 | May 5, 2009 | no | SEATTLE, WA|RENTON, WA | Previous registration |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Mar 14, 2006 | Aug 24, 2006 | no | BELLEVUE, WA | Previous registration |
| WADDELL & REED | Former SEC adviser | Mar 10, 2005 | Mar 20, 2006 | no | LYNNWOOD, WA|LYNNWOOD, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRISTLECONE ADVISORS LLC | Corient | Oct 7, 2025 | Oct 7, 2025 | 0 | Firm change | RIA to RIA |
| PACIFIC WEST FINANCIAL CONSULTANTS INC | BRISTLECONE ADVISORS LLC | May 5, 2009 | Mar 3, 2016 | 2,494 | Firm change after gap | Other |
| HORNOR, TOWNSEND & KENT, LLC | PACIFIC WEST FINANCIAL CONSULTANTS INC | Aug 24, 2006 | Sep 11, 2006 | 18 | Firm change | Other |
| WADDELL & REED | HORNOR, TOWNSEND & KENT, LLC | Mar 20, 2006 | Mar 14, 2006 | -6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109227:319448:WA:2025-10-06 | Oct 7, 2025 | Oct 7, 2025 | BELLEVUE, WA | Firm change |