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Advisor at C•••••••
Alexandria, VA
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 |
|---|---|---|---|---|---|---|
| C••••••• | Institutional manager | Feb 7, 2025 | n/a | yes | Alexandria, VA | Current employment |
| C••••••• W••••• M••••••••• I••• | Former SEC adviser | Feb 15, 2023 | Feb 6, 2025 | no | ALEXANDRIA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| C••••••• W••••• M••••••••• I••• | C••••••• | Feb 6, 2025 | Feb 7, 2025 | 1 | Firm change | Other |
| F••••••• P••••••• A•• W•••••••• A••••••• | C••••••• W••••• M••••••••• I••• | Feb 8, 2023 | Feb 15, 2023 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152956:175112:VA:2025-02-06 | Feb 6, 2025 | Feb 7, 2025 | ALEXANDRIA, VA | Firm change |
| 519:162200:PA:2019-08-29 | Sep 6, 2019 | May 25, 2016 | FORT WASHINGTON, PA | Firm change after gap |
| F••••••• P••••••• A•• W•••••••• A••••••• | Former SEC adviser | Jun 16, 2020 | Feb 8, 2023 | no | RESTON, VA | Previous registration |
| A••••••••• F•••••••• S•••••••• L•• | National bd RIA | Oct 7, 2019 | May 12, 2020 | no | FAIRFAX, VA|Fairfax, VA | Previous registration |
| C•••••• A••••••• | Bd affiliated wealth | May 25, 2016 | Sep 6, 2019 | no | Reston, VA | Previous registration |
| L•••••• I••••••••• | Independent wealth | Mar 17, 2016 | Sep 6, 2019 | no | Ashburn, VA|Fort Washington, PA | Previous registration |
| K••••• A•••••••• I••• | Bd affiliated wealth | Mar 2, 2011 | Feb 10, 2015 | no | FT. LAUDERDALE, FL|SPOTSYLVANIA, VA | Previous registration |
| L•• F•••••••• L•• | Bd affiliated wealth | Jul 24, 2009 | Mar 4, 2011 | no | SPOTSYLVANIA, VA|SAN DIEGO, CA|SPOTSYLVANIA, VA | Previous registration |
| P•• W••••• M••••••••• | Bd affiliated wealth | Dec 12, 2008 | Jul 22, 2009 | no | FREDERICKSBURG, VA|PITTSBURGH, PA|FREDERICKSBURG, VA|FREDERICKSBURG, VA|FREDERICKSBURG, VA | Previous registration |
| V•••• F•••••••• A•••••••• I••• | Bd affiliated wealth | May 6, 2002 | Dec 11, 2008 | no | RICHMOND, VA|RICHMOND, VA | Previous registration |
| 7 |
| Firm change |
| Ibd to RIA |
| A••••••••• F•••••••• S•••••••• L•• | F••••••• P••••••• A•• W•••••••• A••••••• | May 12, 2020 | Jun 16, 2020 | 35 | Firm change | Ibd to ibd |
| L•••••• I••••••••• | C•••••• A••••••• | Sep 6, 2019 | May 25, 2016 | -1,199 | Firm change after gap | Other |
| C•••••• A••••••• | A••••••••• F•••••••• S•••••••• L•• | Sep 6, 2019 | Oct 7, 2019 | 31 | Firm change | Ibd to ibd |
| K••••• A•••••••• I••• | L•••••• I••••••••• | Feb 10, 2015 | Mar 17, 2016 | 401 | Firm change after gap | Other |
| L•• F•••••••• L•• | K••••• A•••••••• I••• | Mar 4, 2011 | Mar 2, 2011 | -2 | Firm change | Other |
| P•• W••••• M••••••••• | L•• F•••••••• L•• | Jul 22, 2009 | Jul 24, 2009 | 2 | Firm change | Other |
| V•••• F•••••••• A•••••••• I••• | P•• W••••• M••••••••• | Dec 11, 2008 | Dec 12, 2008 | 1 | Firm change | Other |