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T•• W•••••• B•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor23 years in industry

T•• W•••••• B•••

Advisor at R•••••• I•••••••••

SEATTLE, WA

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Search this name across graphsid dfx:ria:7f4018b4-1f62-ee83-ecd9-7021543cf668

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jul 18, 2003 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: R•••••• I•••••••••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 16, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• I•••••••••	Institutional manager	Mar 5, 2025	n/a	yes	SEATTLE, WA	Current employment
P•••••• P•••••• W••••• L••	Independent wealth	Dec 13, 2022	May 13, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• P•••••• W••••• L••	R•••••• I•••••••••	May 13, 2025	Mar 5, 2025	-69	Firm change after gap	Other
W••••••• C•••••• M•••••••••	P•••••• P•••••• W••••• L••	Sep 1, 2022

Relationships

Registered with (6)

→ R•••••• I•••••••••Registered adviserregistration: current employment
Mar 5, 2025 to presentfactForm ADV
→ P•••••• P•••••• W••••• L••Registered adviserregistration: previous registration
Dec 13, 2022 to May 13, 2025factForm ADV
→ W••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Aug 26, 2021 to Sep 1, 2022factForm ADV
→ G•••••• I••••••••• A•••••••• L••

Dated events

Occurred
May 13, 2025
Advisor changed firm
T•• W•••••• B••• left P•••••• P•••••• W••••• L•• for R•••••• I••••••••• (registered 2025-03-05)
Form ADVobserved 7 days ago
Occurred
Sep 1, 2022
Advisor changed firm
T•• W•••••• B••• left W••••••• C•••••• M••••••••• for P•••••• P•••••• W••••• L•• (registered 2022-12-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f4018b4-1f62-ee83-ecd9-7021543cf668
First observed: Jul 18, 2003
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.