E••••• B•••••

Advisor at I••••••••• A•••••• A•••••••• L••

Seattle, WA

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Search this name across graphsid dfx:ria:79f3abce-b18f-d6be-7ad0-4c732782378d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 17, 2013 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: I••••••••• A•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 17, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• A•••••• A•••••••• L••	I•••••••••_WEALTH	Jun 24, 2026	n/a	yes	Seattle, WA	Current employment
S•••• P••	State registered	Feb 19, 2019	Aug 11, 2026	no	BELLINGHAM, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• P••	I••••••••• A•••••• A•••••••• L••	Aug 11, 2026	Jun 24, 2026	-48	Firm change after gap	Other
E••••• J••••	S•••• P••	Jun 12, 2015	Feb 19, 2019

Relationships

Registered with (3)

→ I••••••••• A•••••• A•••••••• L••Registered adviserregistration: current employment
Jun 24, 2026 to presentfactForm ADV
→ S•••• P••Registered adviserregistration: previous registration
Feb 19, 2019 to Aug 11, 2026factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Dec 17, 2013 to Jun 12, 2015factForm ADV

Dated events

Occurred
Aug 11, 2026
A•••••• firm change
E••••• B••••• left S•••• P•• for I••••••••• A•••••• A•••••••• L•• (registered 2026-06-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:79f3abce-b18f-d6be-7ad0-4c732782378d
First observed: Dec 17, 2013
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.