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Advisor at RAINIER FAMILY WEALTH, INC.
TACOMA, 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 |
|---|---|---|---|---|---|---|
| RAINIER FAMILY WEALTH, INC. | Independent wealth | Sep 5, 2024 | n/a | yes | TACOMA, WA | Current employment |
| FINANCIAL INSIGHTS WEALTH MANAGEMENT | Independent wealth | Nov 7, 2022 | Sep 2, 2024 | no | TACOMA, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL INSIGHTS WEALTH MANAGEMENT | RAINIER FAMILY WEALTH, INC. | Sep 2, 2024 | Sep 5, 2024 | 3 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108797:332062:WA:2024-09-02 | Sep 2, 2024 | Sep 5, 2024 | TACOMA, WA | Firm change |