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R•••• G••••• P••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner9 years in industry

R•••• G••••• P••••

Advisor at M••••••••• W•••••

FALL CITY, WA | Clyde Hill, WA

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Search this name across graphsid dfx:ria:aaf251ea-065c-8548-3f05-f1d03cf264dd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 8, 2017 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: M••••••••• W•••••
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: Oct 1, 2016earliest registration or exam on IAPD
Years in industry: 9derivedfrom the industry start date
Years at current firm: 3derivedfrom 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
M••••••••• W•••••	Independent wealth	Sep 8, 2023	n/a	yes	Clyde Hill, WA\|FALL CITY, WA	Current employment
I••••• F•••••••• P•••••••• L••	n/a	Jul 9, 2019	Feb 26, 2024	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
I••••• F•••••••• P•••••••• L••	M••••••••• W•••••	Feb 26, 2024	Sep 8, 2023	-171	Firm change after gap	Other
V••••••• L••	I••••• F•••••••• P•••••••• L••	Dec 27, 2018

Relationships

Registered with (4)

→ M••••••••• W•••••Registered adviserregistration: current employment
Sep 8, 2023 to presentfactForm ADV
→ I••••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration
Jul 9, 2019 to Feb 26, 2024factForm ADV
→ V••••••• L••Registered adviserregistration: previous registration
Apr 12, 2018 to Dec 27, 2018factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviser

Dated events

Occurred
Feb 26, 2024
Advisor changed firm
R•••• G••••• P•••• left I••••• F•••••••• P•••••••• L•• for M••••••••• W••••• (registered 2023-09-08)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aaf251ea-065c-8548-3f05-f1d03cf264dd
First observed: Nov 8, 2017
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.