DFX Intelligence

Data Factory

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor30 years in industry

W••••• E••••• W•••••

Advisor at T•• W• • W• G•••• L••

ROCKVILLE, MD

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:0b2e4964-dd05-29a3-dc8c-22a14d78867d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 5, 2003 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: T•• W• • W• G•••• 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: Feb 28, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 9derivedfrom 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
T•• W• • W• G•••• L••	State registered	Jun 5, 2017	n/a	yes	ROCKVILLE, MD	Current employment
G••••• B•••••••• S•••••••• I•••	Independent wealth	Feb 5, 2003	Mar 27, 2017	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••••• B•••••••• S•••••••• I•••	T•• W• • W• G•••• L••	Mar 27, 2017	Jun 5, 2017	70	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ T•• W• • W• G•••• L••Registered adviserregistration: current employment
Jun 5, 2017 to presentfactForm ADV
→ G••••• B•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 5, 2003 to Mar 27, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0b2e4964-dd05-29a3-dc8c-22a14d78867d
First observed: Feb 5, 2003
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.