RIA Intelligence
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C•••• S•••••• W••••••
- Business email
- craig.wessels@integritywm.netreportedintegritywm.netfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- I•••••••• W••••• M••••••••• I••• independent RIA currentsince Mar 6, 2018 · Spokane, Wa
- C•••••• S••••• • C••• I••• national BDSep 7, 2004 to Feb 9, 2018 · Spokane, Wa
- A••••••••• F•••••••• S•••••••• L•• national BDJul 29, 2003 to Apr 30, 2004 · Bellevue, Wa
- C•••••• S••••• • C••• I••• to I•••••••• W••••• M••••••••• I•••left Feb 9, 2018, registered Mar 6, 2018 (25 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to C•••••• S••••• • C••• I•••left Apr 30, 2004, registered Sep 7, 2004 (130 days) · Affiliated broker-dealer or bank to another
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address