K•••• J• D•••••

Advisor at A••••• W••••• A•••••••• L••

TUMWATER, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c38b93d5-933e-b67b-3726-298da2aee571

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 22, 2010 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: A••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 22, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• W••••• A•••••••• L••	Independent wealth	Jan 2, 2020	n/a	yes	TUMWATER, WA	Current employment
R••••• W••••• M••••••••• L••	n/a	Jun 6, 2014	Jan 24, 2020	no	TUMWATER, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• W••••• M••••••••• L••	A••••• W••••• A•••••••• L••	Jan 24, 2020	Jan 2, 2020	-22	Firm change	Other
G• C•••••• P•••••••	R••••• W••••• M••••••••• L••	Jun 2, 2014	Jun 6, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
171044:306171:WA:2020-01-24	Jan 24, 2020	Jan 2, 2020	TUMWATER, WA	Firm change

Relationships

Registered with (4)

→ A••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jan 2, 2020 to presentfactForm ADV
→ R••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 6, 2014 to Jan 24, 2020factForm ADV
→ G• C•••••• P•••••••Registered adviserregistration: previous registration
Oct 18, 2012 to Jun 2, 2014factForm ADV
→ M••••• S••••••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c38b93d5-933e-b67b-3726-298da2aee571
First observed: Feb 22, 2010
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.