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RIA / WealthAdvisorChartered Financial Analyst11 years in industry

Karina Bianca Bayani Dahilig

Advisor at ADVICE AND PLANNING SERVICES

SEATTLE, WA | Seattle, WA

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Search this name across graphsid dfx:ria:b8a30b64-4777-c84a-a446-b32cc6c371b2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Aug 15, 2016 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: ADVICE AND PLANNING SERVICES
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 4
Designations: Chartered Financial Analyst
Exams: S65
First exam: Aug 15, 2016
First registration: Aug 15, 2016
Dual registered: no
Other names: Karina Bianca Bayani Dahilig|Karina Bianca B Dahilig
IAPD individual key: 6681770

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
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jan 8, 2026	n/a	yes	Seattle, WA\|SEATTLE, WA	Current employment
SEI INVESTMENTS MANAGEMENT CORP	Mixed wealth	Jul 8, 2022	Nov 12, 2024	no	OAKS, PA\|Seattle, WA	Previous registration
BADGLEY PHELPS WEALTH MANAGERS	Independent wealth	Apr 1, 2022	Jul 5, 2022	no	SEATTLE, WA	Previous registration
DIRECTIONAL FINANCIAL SERVICES	Independent wealth	Dec 13, 2018	Apr 19, 2021	no	Seattle, WA\|SEATTLE, WA	Previous registration
DIRECTIONAL FINANCIAL SERVICES	Independent wealth	Aug 15, 2016	Dec 15, 2017	no	SEATTLE, WA	Previous registration
EMPIRICAL WEALTH MANAGEMENT	Independent wealth	Aug 15, 2016	Apr 19, 2021	no	SEATTLE, WA	Previous registration

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
SEI INVESTMENTS MANAGEMENT CORP	ADVICE AND PLANNING SERVICES	Nov 12, 2024	Jan 8, 2026	422	Firm change after gap	Other
BADGLEY PHELPS WEALTH MANAGERS	SEI INVESTMENTS MANAGEMENT CORP	Jul 5, 2022	Jul 8, 2022	3	Firm change	Other
EMPIRICAL WEALTH MANAGEMENT	DIRECTIONAL FINANCIAL SERVICES	Apr 19, 2021	Dec 13, 2018	-858	Firm change after gap	RIA to RIA
DIRECTIONAL FINANCIAL SERVICES	BADGLEY PHELPS WEALTH MANAGERS	Apr 19, 2021	Apr 1, 2022	347	Firm change	RIA to RIA
DIRECTIONAL FINANCIAL SERVICES	EMPIRICAL WEALTH MANAGEMENT	Dec 15, 2017	Aug 15, 2016	-487	Firm change after gap	Other

Relationships

Registered with (5)

→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: current employment
Jan 8, 2026 to presentfactForm ADV
→ SEI INVESTMENTS MANAGEMENT CORPRegistered adviserregistration: previous registration
Jul 8, 2022 to Nov 12, 2024factForm ADV
→ BADGLEY PHELPS WEALTH MANAGERSRegistered adviserregistration: previous registration
Apr 1, 2022 to Jul 5, 2022factForm ADV
→ EMPIRICAL WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 15, 2016 to Apr 19, 2021factForm ADV
→ DIRECTIONAL FINANCIAL SERVICESRegistered adviserregistration: previous registration
Dec 13, 2018 to Apr 19, 2021factForm ADV

Dated events

Occurred
Nov 12, 2024
Advisor changed firm
Karina Bianca Bayani Dahilig left Sei Investments Management Corp for Advice And Planning Services (registered 2026-01-08)
Form ADVobserved 4 days ago
Occurred
Jul 5, 2022
Advisor changed firm
Karina Bianca Bayani Dahilig left Badgley Phelps Wealth Managers for Sei Investments Management Corp (registered 2022-07-08)
Form ADVobserved 4 days ago