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RIA / WealthAdvisor20 years in industry

CATHIE JEAN ARTHURS

Advisor at WAYFINDING FINANCIAL, LLC

LYNNWOOD, WA

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Search this name across graphsid dfx:ria:669c4c1b-2a71-9084-5e1f-b22a50b94090

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jun 15, 2006 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: WAYFINDING FINANCIAL, LLC
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, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 14, 2006
First registration: Jun 15, 2006
Dual registered: no
Other names: CATHIE JEAN ARTHURS|CATHIE ARTHURS|CATHIE JEAN ARTHURS|CATHIE JEAN OLSEN|CATHIE ARTHURS
IAPD individual key: 5073528

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
WAYFINDING FINANCIAL, LLC	Independent wealth	Dec 8, 2021	n/a	yes	LYNNWOOD, WA	Current employment
HELIUM ADVISORS LLC	Independent wealth	Jan 28, 2021	Dec 7, 2021	no	VANCOUVER, WA	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Oct 12, 2017	Dec 23, 2020	no	LYNNWOOD, WA	Previous registration
CONOVER CAPITAL MANAGEMENT	Former SEC adviser	Jan 21, 2017	Oct 24, 2017	no	BELLEVUE, WA	Previous registration
CONOVER CAPITAL MANAGEMENT	Former SEC adviser	Oct 3, 2015	Dec 31, 2016	no	BELLEVUE, WA	Previous registration
CONOVER CAPITAL MANAGEMENT	Former SEC adviser	Jan 3, 2012	Aug 15, 2015	no	BELLEVUE, WA	Previous registration
CONOVER SECURITIES CORPORATION	n/a	Jan 3, 2012	Oct 6, 2017	no	BELLEVUE, WA\|BELLEVUE, WA\|BELLEVUE, WA	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Jun 15, 2006	May 22, 2007	no	SEATTLE, 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
HELIUM ADVISORS LLC	WAYFINDING FINANCIAL, LLC	Dec 7, 2021	Dec 8, 2021	1	Firm change	RIA to RIA
EDELMAN FINANCIAL ENGINES	HELIUM ADVISORS LLC	Dec 23, 2020	Jan 28, 2021	36	Firm change	RIA to RIA
CONOVER CAPITAL MANAGEMENT	EDELMAN FINANCIAL ENGINES	Oct 24, 2017	Oct 12, 2017	-12	Firm change	Other
CONOVER SECURITIES CORPORATION	CONOVER CAPITAL MANAGEMENT	Oct 6, 2017	Oct 3, 2015	-734	Firm change after gap	Other
CONOVER CAPITAL MANAGEMENT	CONOVER SECURITIES CORPORATION	Aug 15, 2015	Jan 3, 2012	-1,320	Firm change after gap	Other
CUNA BROKERAGE SERVICES, INC.	CONOVER CAPITAL MANAGEMENT	May 22, 2007	Jan 3, 2012	1,687	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
118393:17129:WA:2015-08-15	Aug 15, 2015	Jan 3, 2012	BELLEVUE, WA	Firm change after gap

Relationships

Registered with (6)

→ WAYFINDING FINANCIAL, LLCRegistered adviserregistration: current employment
Dec 8, 2021 to presentfactForm ADV
→ HELIUM ADVISORS LLCRegistered adviserregistration: previous registration
Jan 28, 2021 to Dec 7, 2021factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Oct 12, 2017 to Dec 23, 2020factForm ADV
→ CONOVER CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jan 21, 2017 to Oct 24, 2017factForm ADV
→ CONOVER SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jan 3, 2012 to Oct 6, 2017factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Jun 15, 2006 to May 22, 2007factForm ADV

Dated events

No dated event names this entity yet.