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K•••••• A••• A• C••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor30 years in industry

K•••••• A••• A• C••••••

Advisor at C•••••••• W••••• P•••••••

Gig Harbor, WA | GIG HARBOR, WA

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Search this name across graphsid dfx:ria:d530ce51-0b0a-2587-4565-30432f55e08c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 25, 2000 to Sep 15, 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••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 19, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• W••••• P•••••••	State registered	Mar 11, 2022	n/a	yes	GIG HARBOR, WA	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Jun 15, 2021	n/a	yes	Gig Harbor, WA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	C••••••••• F•••••••• N••••••	Jun 15, 2021	Jun 15, 2021	0	Firm change	Wirehouse to ibd
C•••••••• G••••• M•••••• I•••	U•• F•••••••• S••••••• I•••	Feb 10, 2009	Jan 23, 2009

Relationships

Registered with (4)

→ C•••••••• W••••• P•••••••Registered adviserregistration: current employment
Mar 11, 2022 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: current employment
Jun 15, 2021 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Jan 23, 2009 to Jun 15, 2021factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d530ce51-0b0a-2587-4565-30432f55e08c
First observed: Apr 25, 2000
Last observed: Sep 15, 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.