J••••• L•• G•••

Advisor at C•••• C•••• F•••••••• M••••••••• L••

SILVERDALE, WA | Meridian, ID

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:ef2dad0b-44e5-5098-7455-0958799827a6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 7, 2004 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•••• C•••• F•••••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 7, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• C•••• F•••••••• M••••••••• L••	Independent wealth	Sep 23, 2019	n/a	yes	Meridian, ID\|SILVERDALE, WA	Current employment
W•••• F•••• A•••••••	Wirehouse	Apr 5, 2016	Sep 25, 2019	no	BOISE, ID\|BOISE, ID\|BOISE, ID\|BOISE, ID\|GARDEN CITY, ID\|BOISE, ID\|BOISE, ID\|NAMPA, ID\|BOISE, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	C•••• C•••• F•••••••• M••••••••• L••	Sep 25, 2019	Sep 23, 2019	-2	Firm change	Wirehouse to RIA
K•• I••••••••• S••••••• L••	W•••• F•••• A•••••••	Apr 5, 2016	Apr 5, 2016

Relationships

Registered with (5)

→ C•••• C•••• F•••••••• M••••••••• L••Registered adviserregistration: current employment
Sep 23, 2019 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Apr 5, 2016 to Sep 25, 2019factForm ADV
→ K•• I••••••••• S••••••• L••Registered adviserregistration: previous registration
Oct 26, 2010 to Apr 5, 2016factForm ADV
→ E••••• J••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ef2dad0b-44e5-5098-7455-0958799827a6
First observed: May 7, 2004
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.