DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner24 years in industry

DOUGLAS REED BEAN

Advisor at PRIVATE ADVISORY

REDMOND, WA | Lehi, UT

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:5f1efec0-fb11-d007-54b6-440a3e4368c1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 3, 2002 to Sep 14, 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: PRIVATE ADVISORY
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 14, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 14, 2002
First registration: Jul 3, 2002
Dual registered: no
IAPD individual key: 4541916

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRIVATE ADVISORY	Independent wealth	Sep 16, 2014	n/a	yes	REDMOND, WA\|Lehi, UT	Current employment
PRIVATE ADVISORY GROUP	Former SEC adviser	Jun 4, 2007	Dec 12, 2014	no	REDMOND, WA	Previous registration
SNIDER FINANCIAL GROUP	Independent wealth	Nov 18, 2005	Jan 23, 2007	no	BELLEVUE, WA	Previous registration
KMS FINANCIAL SERVICES, INC	Former SEC adviser	Mar 5, 2004	Oct 31, 2005	no	REDMOND, WA	Previous registration
PACIFIC WEST FINANCIAL CONSULTANTS INC	Former SEC adviser	Jul 3, 2002	Mar 5, 2004	no	REDMOND, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRIVATE ADVISORY GROUP	PRIVATE ADVISORY	Dec 12, 2014	Sep 16, 2014	-87	Channel change	Other
SNIDER FINANCIAL GROUP	PRIVATE ADVISORY GROUP	Jan 23, 2007	Jun 4, 2007	132	Firm change	Other
KMS FINANCIAL SERVICES, INC	SNIDER FINANCIAL GROUP	Oct 31, 2005	Nov 18, 2005	18	Firm change	Other
PACIFIC WEST FINANCIAL CONSULTANTS INC	KMS FINANCIAL SERVICES, INC	Mar 5, 2004	Mar 5, 2004	0	Firm change	Other

Relationships

Registered with (5)

→ PRIVATE ADVISORYRegistered adviserregistration: current employment
Sep 16, 2014 to presentfactForm ADV
→ PRIVATE ADVISORY GROUPRegistered adviserregistration: previous registration
Jun 4, 2007 to Dec 12, 2014factForm ADV
→ SNIDER FINANCIAL GROUPRegistered adviserregistration: previous registration
Nov 18, 2005 to Jan 23, 2007factForm ADV
→ KMS FINANCIAL SERVICES, INCRegistered adviserregistration: previous registration
Mar 5, 2004 to Oct 31, 2005factForm ADV
→ PACIFIC WEST FINANCIAL CONSULTANTS INCRegistered adviserregistration: previous registration
Jul 3, 2002 to Mar 5, 2004factForm ADV

Dated events

No dated event names this entity yet.