DFX Intelligence
Reading the graph
Reading the graph
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Advisor at R•••••• J•••• • A••••••••• I•••
••• Locked
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 |
|---|---|---|---|---|---|---|
| R•••••• J•••• • A••••••••• I••• | National bd RIA | Mar 23, 2021 | n/a | yes | Chevy Chase, MD|Washington, DC|Annapolis, MD | Current employment |
| J••••• M••••••••• S•••• L•• | Bd affiliated wealth | Apr 22, 2015 | Mar 25, 2021 | no | Washington, DC|Alexandria, VA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J••••• M••••••••• S•••• L•• | R•••••• J•••• • A••••••••• I••• | Mar 25, 2021 | Mar 23, 2021 | -2 | Firm change | Ibd to ibd |
| M••••• S•••••• | J••••• M••••••••• S•••• L•• | Apr 22, 2015 | Apr 22, 2015 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:463:DC:2015-04-22 | Apr 22, 2015 | Apr 22, 2015 | WASHINGTON, DC | Firm change |
| M••••• S•••••• | Wirehouse | Jun 1, 2009 | Apr 22, 2015 | no | WASHINGTON, DC | Previous registration |
| C•••••••• G••••• M•••••• I••• | Bd affiliated wealth | Aug 14, 2000 | Jun 1, 2009 | no | WASHINGTON, DC|WASHINGTON, DC | Previous registration |
| 0 |
| Firm change |
| Other |
| C•••••••• G••••• M•••••• I••• | M••••• S•••••• | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |