DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner31 years in industry

R•••••• A••••• A•••••••

Advisor at A••••••• W••••• M••••••••• I••

OAKTON, VA

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Search this name across graphsid dfx:ria:19f129c3-7cb0-cfc5-e47c-b18b6fa932f4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 6, 2000 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: A••••••• W••••• M••••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 8, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 24derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• W••••• M••••••••• I••	Independent wealth	Oct 9, 2001	n/a	yes	OAKTON, VA	Current employment
C•••••• F•••••••• G••••• L•••	n/a	Mar 6, 2000	Feb 13, 2023	no	VIENNA, VA\|ALEXANDRIA, VA\|FAIRFAX, VA\|FAIRFAX, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• F•••••••• G••••• L•••	A••••••• W••••• M••••••••• I••	Feb 13, 2023	Oct 9, 2001	-7,797	Firm change after gap	Other

Relationships

Registered with (2)

→ A••••••• W••••• M••••••••• I••Registered adviserregistration: current employment
Oct 9, 2001 to presentfactForm ADV
→ C•••••• F•••••••• G••••• L•••Registered adviserregistration: previous registration
Mar 6, 2000 to Feb 13, 2023factForm ADV

Dated events

Occurred
Feb 13, 2023
Advisor changed firm
R•••••• A••••• A••••••• left C•••••• F•••••••• G••••• L••• for A••••••• W••••• M••••••••• I•• (registered 2001-10-09)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:19f129c3-7cb0-cfc5-e47c-b18b6fa932f4
First observed: Mar 6, 2000
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.