DFX Intelligence

C••••••••• P••• U••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

C••••••••• P••• U••••

Advisor at D•••••••• W••••• P••••••• L••

VIENNA, VA

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Search this name across graphsid dfx:ria:0e3b323c-8e6a-17c6-897b-8e10b2d0325d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 17, 2018 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•••••••• W••••• P••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••••••• W••••• P••••••• L••	State registered	May 18, 2022	n/a	yes	VIENNA, VA\|VIENNA, VA	Current employment
T•• B••••• C••••••	Independent wealth	Apr 17, 2018	Apr 11, 2022	no	Arlington, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• B••••• C••••••	D•••••••• W••••• P••••••• L••	Apr 11, 2022	May 18, 2022	37	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ D•••••••• W••••• P••••••• L••Registered adviserregistration: current employment
May 18, 2022 to presentfactForm ADV
→ T•• B••••• C••••••Registered adviserregistration: previous registration
Apr 17, 2018 to Apr 11, 2022factForm ADV

Dated events

Occurred
Apr 11, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e3b323c-8e6a-17c6-897b-8e10b2d0325d
First observed: Apr 17, 2018
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.