L••• Y•• P••

Advisor at I••••• W••••• M•••••••••

Fairfax, VA | ALEXANDRIA, VA

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Search this name across graphsid dfx:ria:157618f3-2239-e318-6ade-cf8f94f52c71

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 23, 2004 to Sep 15, 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: I••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 17, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••• W••••• M•••••••••	State registered	Dec 13, 2017	n/a	yes	Fairfax, VA\|ALEXANDRIA, VA	Current employment
O• C••••••	n/a	May 16, 2013	Dec 8, 2017	no	ALEXANDRIA, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O• C••••••	I••••• W••••• M•••••••••	Dec 8, 2017	Dec 13, 2017	5	Firm change	Other
E•••••••• A•••••••• L••	O• C••••••	Feb 9, 2009	May 16, 2013

Relationships

Registered with (5)

→ I••••• W••••• M•••••••••Registered adviserregistration: current employment
Dec 13, 2017 to presentfactForm ADV
→ O• C••••••Registered adviserregistration: previous registration
May 16, 2013 to Dec 8, 2017factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 12, 2008 to Feb 9, 2009factForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:157618f3-2239-e318-6ade-cf8f94f52c71
First observed: Jun 23, 2004
Last observed: Sep 15, 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.