D••••• B••••••

Advisor at C••••••• A••••••• P•••••••• L••

SPOKANE, WA | Glendale, AZ

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 12, 2017 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: C••••••• A••••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• A••••••• P•••••••• L••	Independent wealth	Nov 27, 2024	n/a	yes	SPOKANE, WA\|Glendale, AZ	Current employment
A••••• T••••• P•••••• W•••••	Independent wealth	Aug 16, 2023	Oct 10, 2024	no	SCOTTSDALE, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• T••••• P•••••• W•••••	C••••••• A••••••• P•••••••• L••	Oct 10, 2024	Nov 27, 2024	48	Firm change	RIA to RIA
A••••••••• I•••	A••••• T••••• P•••••• W•••••	Sep 27, 2021	Aug 16, 2023

Relationships

Registered with (4)

→ C••••••• A••••••• P•••••••• L••Registered adviserregistration: current employment
Nov 27, 2024 to presentfactForm ADV
→ A••••• T••••• P•••••• W•••••Registered adviserregistration: previous registration
Aug 16, 2023 to Oct 10, 2024factForm ADV
→ A••••••••• I•••Registered adviserregistration: previous registration
Mar 22, 2018 to Sep 27, 2021factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

Order

Occurred
10 Oct 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 12, 2017
Last observed: Sep 14, 2026 9 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.