DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst14 years in industry

R••••• W•••••••• E•••••

Advisor at C•••• C•••• T•••• C••••••

BETHESDA, MD

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Search this name across graphsid dfx:ria:137c2605-fa34-4423-1ba4-14ab89ad9f3d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 1, 2012 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•••• T•••• C••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• C•••• T•••• C••••••	Mixed wealth	Oct 16, 2018	n/a	yes	BETHESDA, MD	Current employment
A•• C•••••• M••••••••• L••	Asset manager	Apr 17, 2013	n/a	yes	BETHESDA, MD	Current employment

Relationships

Registered with (2)

→ C•••• C•••• T•••• C••••••Registered adviserregistration: current employment
Oct 16, 2018 to presentfactForm ADV
→ A•• C•••••• M••••••••• L••Registered adviserregistration: current employment
Apr 17, 2013 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:137c2605-fa34-4423-1ba4-14ab89ad9f3d
First observed: Jun 1, 2012
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.