DFX Intelligence

H•••• E•••• W••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

H•••• E•••• W••••

Advisor at G•••• C••••••• I•••

SEATTLE, WA

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Search this name across graphsid dfx:ria:b1d2570d-d798-90c5-1805-99b2f500ef4a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 11, 2019 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: G•••• C••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• C••••••• I•••	Independent wealth	Feb 1, 2024	n/a	yes	SEATTLE, WA	Current employment
C••••••••• W••••• M•••••••••	Independent wealth	Jul 12, 2021	Oct 26, 2023	no	Mercer Island, WA\|BELLEVUE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• W••••• M•••••••••	G•••• C••••••• I•••	Oct 26, 2023	Feb 1, 2024	98	Firm change	RIA to RIA
C••• B•••••••• S•••••••• I•••	C••••••••• W••••• M•••••••••	Jun 30, 2020	Jul 12, 2021

Relationships

Registered with (3)

→ G•••• C••••••• I•••Registered adviserregistration: current employment
Feb 1, 2024 to presentfactForm ADV
→ C••••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Jul 12, 2021 to Oct 26, 2023factForm ADV
→ C••• B•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Dec 11, 2019 to Jun 30, 2020factForm ADV

Dated events

Occurred
Oct 26, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b1d2570d-d798-90c5-1805-99b2f500ef4a
First observed: Dec 11, 2019
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.