DFX Intelligence
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Reading the graph
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Advisor at C•••• C•••• T•••• C••••••
BETHESDA, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| A•• C•••••• M••••••••• L•• | Asset manager | Apr 6, 2016 | n/a | yes | BETHESDA, MD | Current employment |
| C•••• C•••• T•••• C•••••• | Mixed wealth | Nov 18, 2009 | n/a | yes | BETHESDA, MD | Current employment |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| P•• W••••• M••••••••• | C•••• C•••• T•••• C•••••• | Jul 2, 2009 | Nov 18, 2009 | 139 | Firm change | Other |
| A••••••••• F•••••••• S•••••••• L•• | P•• W••••• M••••••••• | Sep 8, 2008 | Sep 24, 2008 |
| Bd affiliated wealth |
| Sep 24, 2008 |
| Jul 2, 2009 |
| no |
| GERMANTOWN, MD|GAITHERSBURG, MD|OLNEY, MD|ROCKVILLE, MD |
| Previous registration |
| A••••••••• F•••••••• S•••••••• L•• | National bd RIA | Sep 15, 2004 | Sep 8, 2008 | no | GAITHERSBURG, MD|ROCKVILLE, MD | Previous registration |
| 16 |
| Firm change |
| Other |