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.

Current firm

BADGLEY PHELPS WEALTH MANAGERS

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

Sep 23, 1997earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S65|S63

First exam

Sep 23, 1997

First registration

Apr 16, 1999

Dual registered

no

Other names

JULIE LOUISE PARISIO|JULIE PARISIO ROY|JULIE P ROY|JULIE LOUISE PARISIO ROY|JULIE LOUISE PARISIO

IAPD individual key

2945708

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ba15feb0-5199-25ba-c6e6-b7e7e6b1feff

First observed

Apr 16, 1999

Last observed

Sep 14, 2026 6 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.