DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner31 years in industry

BRADLEY KENT ALLEN

Advisor at TRUENORTH WEALTH ADVISORS

SEATTLE, WA

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 graphsid dfx:ria:8d620ed5-afbe-7b6a-5f77-9913f6fb89e0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 24, 1999 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: TRUENORTH WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 5, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 5, 1995
First registration: Feb 24, 1999
Dual registered: no
Other names: BRAD ALLEN
IAPD individual key: 2653706

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
TRUENORTH WEALTH ADVISORS	Independent wealth	Jan 19, 2022	n/a	yes	SEATTLE, WA	Current employment
ALLISON SPIELMAN ADVISORS, LLC	Former SEC adviser	Nov 17, 2011	Nov 3, 2021	no	BELLEVUE, WA	Previous registration
COAST CAPITAL MANAGEMENT	State registered	Jan 26, 2004	Nov 13, 2009	no	BAINBRIDGE IS.,, WA	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Feb 24, 1999	May 1, 2003	no	POULSBO, WA	Previous registration

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
ALLISON SPIELMAN ADVISORS, LLC	TRUENORTH WEALTH ADVISORS	Nov 3, 2021	Jan 19, 2022	77	Firm change	Other
COAST CAPITAL MANAGEMENT	ALLISON SPIELMAN ADVISORS, LLC	Nov 13, 2009	Nov 17, 2011	734	Firm change after gap	Other
VOYA FINANCIAL ADVISORS, INC.	COAST CAPITAL MANAGEMENT	May 1, 2003	Jan 26, 2004	270	Firm change	Other

Relationships

Registered with (4)

→ TRUENORTH WEALTH ADVISORSRegistered adviserregistration: current employment
Jan 19, 2022 to presentfactForm ADV
→ ALLISON SPIELMAN ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 17, 2011 to Nov 3, 2021factForm ADV
→ COAST CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jan 26, 2004 to Nov 13, 2009factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Feb 24, 1999 to May 1, 2003factForm ADV

Dated events

No dated event names this entity yet.