DFX Intelligence

T••••••• E••••• O••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

T••••••• E••••• O••••

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

SILVERDALE, WA | Langley, WA

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Search this name across graphsid dfx:ria:9d2aeecf-a612-2bb8-5c55-7a05f9669002

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: May 15, 2000 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: C•••• C•••• F•••••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 24, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• C•••• F•••••••• M••••••••• L••	Independent wealth	May 25, 2018	n/a	yes	Langley, WA\|SILVERDALE, WA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jul 26, 2016	Jun 20, 2018	no	SEATTLE, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C•••• C•••• F•••••••• M••••••••• L••	Jun 20, 2018	May 25, 2018	-26	Firm change	Wirehouse to RIA
C•••• C•••• F•••••••• M••••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Jul 20, 2016

Relationships

Registered with (6)

→ C•••• C•••• F•••••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 18, 2015 to Jul 20, 2016factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 26, 2016 to Jun 20, 2018factForm ADV
→ F•••••••• A•••••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Sep 7, 2011 to Aug 3, 2015factForm ADV
→ M••••• S••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9d2aeecf-a612-2bb8-5c55-7a05f9669002
First observed: May 15, 2000
Last observed: Sep 15, 2026 7 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.