DFX Intelligence

C••••••••• L• M••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

C••••••••• L• M••••••

Advisor at C••••• I••••••••• G••••

JACKSONVILLE, OR | Bellevue, WA

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Search this name across graphsid dfx:ria:be435c54-acd4-f80b-380b-4cdaceac64c4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Jan 1, 2021 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: C••••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• I••••••••• G••••	Independent wealth	Aug 11, 2026	n/a	yes	Bellevue, WA\|JACKSONVILLE, OR	Current employment
B••••••• J•••• L••	Independent wealth	Oct 22, 2024	May 6, 2026	no	SEATTLE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••• J•••• L••	C••••• I••••••••• G••••	May 6, 2026	Aug 11, 2026	97	Firm change	RIA to RIA
U•• S••••••••• I•••	B••••••• J•••• L••	Oct 4, 2024	Oct 22, 2024

Relationships

Registered with (4)

→ C••••• I••••••••• G••••Registered adviserregistration: current employment
Aug 11, 2026 to presentfactForm ADV
→ B••••••• J•••• L••Registered adviserregistration: previous registration
Oct 22, 2024 to May 6, 2026factForm ADV
→ U•• S••••••••• I•••Registered adviserregistration: previous registration
Apr 8, 2024 to Oct 4, 2024factForm ADV
→ G•••• C••••••• I•••

Dated events

Occurred
May 6, 2026
Advisor changed firm
C••••••••• L• M•••••• left B••••••• J•••• L•• for C••••• I••••••••• G•••• (registered 2026-08-11)
Form ADVobserved 7 days ago
Occurred
Oct 4, 2024
Advisor changed firm
C••••••••• L• M•••••• left U•• S••••••••• I••• for B••••••• J•••• L•• (registered 2024-10-22)
Form ADVobserved 7 days ago
Occurred
Jan 19, 2024
Advisor changed firm
C••••••••• L• M•••••• left G•••• C••••••• I••• for U•• S••••••••• I••• (registered 2024-04-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:be435c54-acd4-f80b-380b-4cdaceac64c4
First observed: Jan 1, 2021
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.