K••• A• R••••

Advisor at P••••••••• S••••••••• C•••••••••

••• Locked

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:8e68b57c-e1a3-06fd-3a22-783fb51f90b7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Mar 1, 2005 to Sep 15, 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: P••••••••• S••••••••• C•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 22, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••• S••••••••• C•••••••••	Independent wealth	Apr 4, 2022	n/a	yes	Gig Harbor , WA\|Gig Harbor, WA\|Carpinteria, CA	Current employment
S••••••••• A•••••• A•••••••• I•••	Former SEC adviser	May 20, 2021	Apr 8, 2022	no	GIG HA••••, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• A•••••• A•••••••• I•••	P••••••••• S••••••••• C•••••••••	Apr 8, 2022	Apr 4, 2022	-4	Firm change	Ibd to RIA
A•••• P•••• A•••••••	S••••••••• A•••••• A•••••••• I•••	Apr 8, 2022	May 20, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
3866:165127:WA:2020-11-06	Nov 6, 2020	Nov 6, 2020	SEATTLE, WA	Firm change
37813:3866:WA:2018-01-02	Jan 2, 2018	Jan 2, 2018	GIG HA••••, WA	Firm change

Relationships

Registered with (9)

→ P••••••••• S••••••••• C•••••••••Registered adviserregistration: current employment
Apr 4, 2022 to presentfactForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
May 20, 2021 to Apr 8, 2022factForm ADV
→ A•••• P•••• A•••••••Registered adviserregistration: previous registration
Nov 6, 2020 to Apr 8, 2022factForm ADV
→ K•• F•••••••• S•••••••• I••

Dated events

Occurred
Apr 8, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e68b57c-e1a3-06fd-3a22-783fb51f90b7
First observed: Mar 1, 2005
Last observed: Sep 15, 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.