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

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RIA / WealthAdvisor25 years in industry

R••••• A••• T•••••••

Advisor at R• • M• W••••• M••••••••• L••

BETHESDA, MD

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Search this name across graphsid dfx:ria:1c617e77-b6a7-a4b7-de09-1295fb01c6a7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 29, 2009 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: R• • M• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
R• • M• W••••• M••••••••• L••	State registered	Aug 31, 2022	n/a	yes	BETHESDA, MD	Current employment
J••••• T••••••• • A••••••••• P•	n/a	Oct 29, 2009	Dec 31, 2020	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J••••• T••••••• • A••••••••• P•	R• • M• W••••• M••••••••• L••	Dec 31, 2020	Aug 31, 2022	608	Firm change after gap	Other

Relationships

Registered with (2)

→ R• • M• W••••• M••••••••• L••Registered adviserregistration: current employment
Aug 31, 2022 to presentfactForm ADV
→ J••••• T••••••• • A••••••••• P•Registered adviserregistration: previous registration
Oct 29, 2009 to Dec 31, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1c617e77-b6a7-a4b7-de09-1295fb01c6a7
First observed: Oct 29, 2009
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.