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D••••• R••• M•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

D••••• R••• M•••••••••

Advisor at C•••• C•••• F•••••••• M••••••••• L••

SILVERDALE, WA | Meridian, ID

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Search this name across graphsid dfx:ria:7a69a144-376d-0400-4412-365a9dea448a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 9, 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: C•••• C•••• F•••••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• C•••• F•••••••• M••••••••• L••	Independent wealth	Mar 6, 2023	n/a	yes	SILVERDALE, WA\|Meridian, ID	Current employment
T••••••• I••••••••• M••••••••• I•••	Bd affiliated wealth	Dec 26, 2018	Mar 7, 2023	no	Bellevue, WA\|Boise, ID\|MERIDIAN, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••• I••••••••• M••••••••• I•••	C•••• C•••• F•••••••• M••••••••• L••	Mar 7, 2023	Mar 6, 2023	-1	Firm change	Ibd to RIA
W•••• F•••• A•••••••	T••••••• I••••••••• M••••••••• I•••	Aug 21, 2018	Dec 26, 2018

Relationships

Registered with (3)

→ C•••• C•••• F•••••••• M••••••••• L••Registered adviserregistration: current employment
Mar 6, 2023 to presentfactForm ADV
→ T••••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Dec 26, 2018 to Mar 7, 2023factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Apr 9, 2013 to Aug 21, 2018factForm ADV

Dated events

Occurred
Mar 7, 2023
Advisor changed firm
D••••• R••• M••••••••• left T••••••• I••••••••• M••••••••• I••• for C•••• C•••• F•••••••• M••••••••• L•• (registered 2023-03-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7a69a144-376d-0400-4412-365a9dea448a
First observed: Apr 9, 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.