DFX Intelligence

K••• D•••• A••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

K••• D•••• A••••••••

Advisor at A•••••• • C••• I•••

GIG HARBOR, WA | Spokane, WA

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Search this name across graphsid dfx:ria:65f34de5-1508-9ae6-fadd-34298bc03b7a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 8, 2019 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: A•••••• • C••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••• • C••• I•••	Independent wealth	Jul 22, 2021	n/a	yes	GIG HARBOR, WA\|Spokane, WA	Current employment
U••• B•••••• I••••••••• I•••	Former SEC adviser	Jul 8, 2019	Jun 22, 2021	no	SPOKANE, WA\|SPOKANE, WA\|Spokane, WA\|Spokane Valley, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U••• B•••••• I••••••••• I•••	A•••••• • C••• I•••	Jun 22, 2021	Jul 22, 2021	30	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ A•••••• • C••• I•••Registered adviserregistration: current employment
Jul 22, 2021 to presentfactForm ADV
→ U••• B•••••• I••••••••• I•••Registered adviserregistration: previous registration
Jul 8, 2019 to Jun 22, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65f34de5-1508-9ae6-fadd-34298bc03b7a
First observed: Jul 8, 2019
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.