DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

C•••••• W••••••

J••• M••••• S••••••••• L••wirehouseBellevue, Wadual registrantIAPD 6399005

Feed of 09/14/2026

Also filed as Chelsea Clarine Starr

At current firm

0 y

since Nov 21, 2025

In the industry

15 y

since Jan 1, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J••• M••••• S••••••••• L•• wirehouse current
since Nov 21, 2025 · Bellevue, Wa
M••••• S•••••• wirehouse
Jul 20, 2023 to Oct 20, 2025 · Tacoma, Wa
N••••••••• I••••••••• A•••••••• L•• BD affiliated
Dec 9, 2021 to Jun 1, 2023 · Columbus, Oh
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Nov 17, 2017 to Aug 30, 2021 · Tacoma, Wa
W•••• F•••• A••••••• wirehouse
Dec 3, 2014 to Sep 26, 2017 · Auburn, Wa

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to J••• M••••• S••••••••• L••
left Oct 20, 2025, registered Nov 21, 2025 (32 days) · Wirehouse to wirehouse
N••••••••• I••••••••• A•••••••• L•• to M••••• S••••••
left Jun 1, 2023, registered Jul 20, 2023 (49 days) · Affiliated broker-dealer or bank to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to N••••••••• I••••••••• A•••••••• L••
left Aug 30, 2021, registered Dec 9, 2021 (101 days) · Wirehouse to affiliated broker-dealer or bank
W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Sep 26, 2017, registered Nov 17, 2017 (52 days) · Wirehouse to wirehouse

Signals

C•••••• W•••••• left M••••• S•••••• for J••• M••••• S••••••••• L•• (registered 2025-11-21)
Oct 20, 2025 · Advisor changed firm · fact
C•••••• W•••••• left N••••••••• I••••••••• A•••••••• L•• for M••••• S•••••• (registered 2023-07-20)
Jun 1, 2023 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address