J•••• F•••••

Advisor at I•••••••• F•••••••• S•••••••••

Tacoma, WA | PALMETTO, FL

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:70f1f6a1-6e1a-ab3d-aac9-ac15d0b30842

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 30, 2013 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: I•••••••• F•••••••• S•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 20, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•••••••• F•••••••• S•••••••••	State registered	Jul 8, 2022	n/a	yes	PALMETTO, FL\|Tacoma, WA	Current employment
F••••	Independent wealth	Feb 19, 2021	Jun 22, 2022	no	University Place, WA\|WEST PALM BEACH, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••	I•••••••• F•••••••• S•••••••••	Jun 22, 2022	Jul 8, 2022	16	Firm change	RIA to state RIA
E••••• J••••	F••••	Feb 8, 2021	Feb 19, 2021

Relationships

Registered with (6)

→ I•••••••• F•••••••• S•••••••••Registered adviserregistration: current employment
Jul 8, 2022 to presentfactForm ADV
→ F••••Registered adviserregistration: previous registration
Feb 19, 2021 to Jun 22, 2022factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Dec 13, 2019 to Feb 8, 2021factForm ADV
→ T••••••••• W•••••

Dated events

Occurred
Jun 22, 2022
Advisor changed firm
J•••• F••••• left Facet for I•••••••• F•••••••• S••••••••• (registered 2022-07-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:70f1f6a1-6e1a-ab3d-aac9-ac15d0b30842
First observed: May 30, 2013
Last observed: Sep 15, 2026 7 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.