L•••• J• W•••••

Advisor at D•••• F•••••••• P•••••••

HERNDON, VA

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Search this name across graphsid dfx:ria:0cee6a76-f41f-59f5-2b2b-5525defcb8a8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 20, 2006 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: D•••• F•••••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 19, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••• F•••••••• P•••••••	State registered	Jul 8, 2019	n/a	yes	HERNDON, VA	Current employment
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Jul 23, 2007	Jun 28, 2019	no	RESTON, VA\|MILWAUKEE, WI\|Milwaukee, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• W• B•••• • C•• I•••••••••	D•••• F•••••••• P•••••••	Jun 28, 2019	Jul 8, 2019	10	Firm change	RIA to state RIA
F•••••• B•••• W••••• L••	R••••• W• B•••• • C•• I•••••••••	Aug 2, 2007	Jul 23, 2007

Relationships

Registered with (3)

→ D•••• F•••••••• P•••••••Registered adviserregistration: current employment
Jul 8, 2019 to presentfactForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Jul 23, 2007 to Jun 28, 2019factForm ADV
→ F•••••• B•••• W••••• L••Registered adviserregistration: previous registration
Jun 20, 2006 to Aug 2, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0cee6a76-f41f-59f5-2b2b-5525defcb8a8
First observed: Jun 20, 2006
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.