DFX Intelligence

W•••••• F• V••••• J••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

W•••••• F• V••••• J••

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

BELLEVUE, WA

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Search this name across graphsid dfx:ria:eefbd4fb-4b43-241f-e2bd-6464a6fe3c3b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 14, 2011 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 public••• Locked
Industry start: Nov 1, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom 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••••• M•••••••••	Independent wealth	Sep 15, 2021	n/a	yes	BELLEVUE, WA	Current employment
V••••• C•••••• A•••••••• L••	n/a	Jul 16, 2014	Aug 27, 2021	no	ISSAQUAH, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• C•••••• A•••••••• L••	C••••••••• W••••• M•••••••••	Aug 27, 2021	Sep 15, 2021	19	Firm change	Other
G••••• C••••••• L••	V••••• C•••••• A•••••••• L••	Nov 19, 2013	Jul 16, 2014

Relationships

Registered with (3)

→ C••••••••• W••••• M•••••••••Registered adviserregistration: current employment
Sep 15, 2021 to presentfactForm ADV
→ V••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 16, 2014 to Aug 27, 2021factForm ADV
→ G••••• C••••••• L••Registered adviserregistration: previous registration
Feb 14, 2011 to Nov 19, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eefbd4fb-4b43-241f-e2bd-6464a6fe3c3b
First observed: Feb 14, 2011
Last observed: Sep 14, 2026 9 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.