DFX Intelligence

C••••• I•••• B•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)22 years in industry

C••••• I•••• B•••••••

Advisor at C••••••• • C••••••• I•••

MCLEAN, VA

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Search this name across graphsid dfx:ria:0fe6547b-c467-f1e9-4435-2e26edef8ece

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 7, 2004 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: C••••••• • C••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 20, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• • C••••••• I•••	Independent wealth	May 16, 2024	n/a	yes	MCLEAN, VA	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Feb 7, 2004	Mar 4, 2008	no	BETHESDA, MD\|Rockville, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	C••••••• • C••••••• I•••	Mar 4, 2008	May 16, 2024	5,917	Firm change after gap	Other

Relationships

Registered with (2)

→ C••••••• • C••••••• I•••Registered adviserregistration: current employment
May 16, 2024 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 7, 2004 to Mar 4, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0fe6547b-c467-f1e9-4435-2e26edef8ece
First observed: Feb 7, 2004
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.