DFX Intelligence

D•••• M•••••• I•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor16 years in industry

D•••• M•••••• I•••••

Advisor at W•••• O•• W••••• L••

ARLINGTON, VA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 7, 2010 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: W•••• O•• W••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 11, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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
W•••• O•• W••••• L••	State registered	Apr 19, 2021	n/a	yes	ARLINGTON, VA	Current employment
E•••• S••••••••• L••	Bd affiliated wealth	Mar 22, 2012	Oct 22, 2013	no	ANNAPOLIS, MD\|TIMONIUM, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• S••••••••• L••	W•••• O•• W••••• L••	Oct 22, 2013	Apr 19, 2021	2,736	Firm change after gap	Other
N••••••••• M••••• I••••••••• S•••••••••	E•••• S••••••••• L••	Jul 12, 2011	Mar 22, 2012

Relationships

Registered with (3)

→ W•••• O•• W••••• L••Registered adviserregistration: current employment
Apr 19, 2021 to presentfactForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Mar 22, 2012 to Oct 22, 2013factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
May 7, 2010 to Jul 12, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 7, 2010
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.