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W•••••• K••• L•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

W•••••• K••• L•••

Advisor at L••• B••••• C•••••• M•••••••••

SPOKANE, WA

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Search this name across graphsid dfx:ria:6e0ef121-cf72-921e-b598-389ab6f01c25

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Aug 12, 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: L••• B••••• C•••••• M•••••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 10, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms

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
L••• B••••• C•••••• M•••••••••	State registered	Aug 12, 2020	n/a	yes	SPOKANE, WA\|SPOKANE, WA	Current employment
M••••• S••••••	Wirehouse	Apr 23, 2018	Jun 25, 2020	no

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
M••••• S••••••	L••• B••••• C•••••• M•••••••••	Jun 25, 2020	Aug 12, 2020	48	Firm change	Wirehouse to state RIA
M••••• A•••• M•••••••••	M••••• S••••••	Dec 31, 2017

Relationships

Registered with (6)

→ L••• B••••• C•••••• M•••••••••Registered adviserregistration: current employment
Aug 12, 2020 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Apr 23, 2018 to Jun 25, 2020factForm ADV
→ M••••• A•••• M•••••••••Registered adviserregistration: previous registration
May 17, 2017 to Dec 31, 2017factForm ADV
→ I•• A•••• M••••••••• I••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6e0ef121-cf72-921e-b598-389ab6f01c25
First observed: Aug 12, 2002
Last observed: Sep 14, 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.