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

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RIA / WealthAdvisor10 years in industry

C••••••••• J•••• M••••

Advisor at C••••••••• W••••• M•••••••••

BELLEVUE, WA | Portland, OR

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Search this name across graphsid dfx:ria:c6fc21cc-4ed1-6b92-0a21-61385ac0837a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 1, 2016 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••••••••• W••••• M•••••••••
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: Feb 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

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
C••••••••• W••••• M•••••••••	Independent wealth	Jan 1, 2026	n/a	yes	Portland, OR\|BELLEVUE, WA	Current employment
C•••• H••• P•••••••• L••	Former SEC adviser	Dec 15, 2020	Jun 18, 2025	no

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
C•••• H••• P•••••••• L••	C••••••••• W••••• M•••••••••	Jun 18, 2025	Jan 1, 2026	197	Firm change	RIA to RIA
F••••• I•••••••••	C•••• H••• P•••••••• L••	Dec 7, 2020

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
168252:108805:OR:2025-06-17	Jun 18, 2025	Jan 1, 2026	PORTLAND, OR	Firm change

Relationships

Registered with (3)

→ C••••••••• W••••• M•••••••••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ C•••• H••• P•••••••• L••Registered adviserregistration: previous registration
Dec 15, 2020 to Jun 18, 2025factForm ADV
→ F••••• I•••••••••Registered adviserregistration: previous registration
Dec 1, 2016 to Dec 7, 2020factForm ADV

Dated events

Occurred
Jun 18, 2025
Advisor changed firm
C••••••••• J•••• M•••• left C•••• H••• P•••••••• L•• for C••••••••• W••••• M••••••••• (registered 2026-01-01)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6fc21cc-4ed1-6b92-0a21-61385ac0837a
First observed: Dec 1, 2016
Last observed: Sep 14, 2026 7 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.