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D•••• A•••••••• W•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

D•••• A•••••••• W•••

Advisor at N•••• W••••• M••••••••• L••

CHESAPEAKE, VA

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Search this name across graphsid dfx:ria:03497f91-822d-388b-f40e-dddf10446225

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 25, 2012 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: N•••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 5, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
N•••• W••••• M••••••••• L••	State registered	Aug 11, 2025	n/a	yes	CHESAPEAKE, VA	Current employment
N•••• W••••• M••••••••• L••	State registered	Feb 17, 2023	Dec 31, 2024	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••• A•••••••• L••	N•••• W••••• M••••••••• L••	Dec 31, 2014	Jan 5, 2015	5	Firm change	Other
M•• F•••••••• S•••••••• I•••	G••••••• A•••••••• L••	Oct 25, 2013

Relationships

Registered with (3)

→ N•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 17, 2023 to Dec 31, 2024factForm ADV
→ G••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 6, 2014 to Dec 31, 2014factForm ADV
→ M•• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jun 25, 2012 to Oct 25, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:03497f91-822d-388b-f40e-dddf10446225
First observed: Jun 25, 2012
Last observed: Sep 14, 2026 8 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.