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RIA / WealthAdvisorCertified Financial Planner17 years in industry

KELSEN WILLIAM EDWINS

Advisor at THREADLINE WEALTH

BELLEVUE, WA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 28, 2009 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: THREADLINE WEALTH
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: May 11, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 11, 2009
First registration: May 28, 2009
Dual registered: no
IAPD individual key: 5433517

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
THREADLINE WEALTH	Independent wealth	Sep 5, 2024	n/a	yes	BELLEVUE, WA	Current employment
THREADLINE WEALTH	Independent wealth	Jan 8, 2015	Jan 23, 2019	no	BELLEVUE, WA	Previous registration
Dynamic	Independent wealth	Mar 6, 2013	Nov 18, 2014	no	PHOENIX, AZ	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jul 19, 2010	Jul 29, 2011	no	SCOTTSDALE, AZ	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	May 28, 2009	Feb 17, 2010	no	Thousand Oaks, CA\|PHOENIX, AZ	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
Dynamic	THREADLINE WEALTH	Nov 18, 2014	Jan 8, 2015	51	Firm change	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dynamic	Jul 29, 2011	Mar 6, 2013	586	Firm change after gap	Other
THRIVENT INVESTMENT MANAGEMENT INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Feb 17, 2010	Jul 19, 2010	152	Firm change	Other

Relationships

Registered with (4)

→ THREADLINE WEALTHRegistered adviserregistration: previous registration
Jan 8, 2015 to Jan 23, 2019factForm ADV
→ DYNAMICRegistered adviserregistration: previous registration
Mar 6, 2013 to Nov 18, 2014factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jul 19, 2010 to Jul 29, 2011factForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
May 28, 2009 to Feb 17, 2010factForm ADV

Dated events

No dated event names this entity yet.