DFX Intelligence

C•••• L••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor34 years in industry

C•••• L••• B•••••

Advisor at V•••••• W••• A•••••••• I•••

SPOKANE, WA

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Search this name across graphsid dfx:ria:7c0fcc4a-b08c-c12b-6e7c-8502e6802603

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Sep 20, 2000 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: V•••••• W••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 28, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• W••• A•••••••• I•••	Independent wealth	Apr 18, 2019	n/a	yes	SPOKANE, WA	Current employment
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Mar 31, 2015	Apr 17, 2019	no	Spokane, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• W• B•••• • C•• I•••••••••	V•••••• W••• A•••••••• I•••	Apr 17, 2019	Apr 18, 2019	1	Firm change	RIA to RIA
W•••• F•••• A•••••••	R••••• W• B•••• • C•• I•••••••••	Apr 2, 2015	Mar 31, 2015

Relationships

Registered with (7)

→ V•••••• W••• A•••••••• I•••Registered adviserregistration: current employment
Apr 18, 2019 to presentfactForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Mar 31, 2015 to Apr 17, 2019factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 3, 2011 to Apr 2, 2015factForm ADV
→ W•••• F•••• I••••••••• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c0fcc4a-b08c-c12b-6e7c-8502e6802603
First observed: Sep 20, 2000
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.