DFX Intelligence

A•••••••• F••••• C••• W•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner38 years in industry

A•••••••• F••••• C••• W•••••••••

Advisor at P•••••• C•••• F•••••••• A•••••••• L••

EVERETT, WA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 10, 2005 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: P•••••• C•••• F•••••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• C•••• F•••••••• A•••••••• L••	State registered	Dec 13, 2010	n/a	yes	EVERETT, WA	Current employment
S••••••• I••••••••• A•••••••• I•••	Other adviser	Nov 8, 2006	Sep 23, 2010	no	LYNNWOOD, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• I••••••••• A•••••••• I•••	P•••••• C•••• F•••••••• A•••••••• L••	Sep 23, 2010	Dec 13, 2010	81	Firm change	Other
L•••••••• F•••••••• P••••••• L••	S••••••• I••••••••• A•••••••• I•••	Dec 31, 2006	Nov 8, 2006

Relationships

Registered with (3)

→ P•••••• C•••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Dec 13, 2010 to presentfactForm ADV
→ S••••••• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 8, 2006 to Sep 23, 2010factForm ADV
→ L•••••••• F•••••••• P••••••• L••Registered adviserregistration: previous registration
May 10, 2005 to Dec 31, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 10, 2005
Last observed: Sep 14, 2026 9 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.