DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

R•••••• M••••••• B••••••

Advisor at C•••••• W••••• P•••••••

ABINGDON, VA | Rockville, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1cdf2cbd-b033-d927-1e14-4b7dea8145a9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 26, 2013 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: C•••••• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 26, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• W••••• P•••••••	Independent wealth	Jul 17, 2025	n/a	yes	ABINGDON, VA\|Rockville, MD	Current employment
A•••••••	Independent wealth	Apr 18, 2018	May 26, 2022	no	MCLEAN, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••	C•••••• W••••• P•••••••	May 26, 2022	Jul 17, 2025	1,148	Firm change after gap	RIA to RIA
U••••• C•••••• F•••••••• A•••••••	A•••••••	Apr 6, 2018	Apr 18, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
121275:134600:WV:2016-04-01	Apr 1, 2016	Apr 1, 2016	SHEPHERDSTOWN, WV	Firm change

Relationships

Registered with (4)

→ C•••••• W••••• P•••••••Registered adviserregistration: current employment
Jul 17, 2025 to presentfactForm ADV
→ A•••••••Registered adviserregistration: previous registration
Apr 18, 2018 to May 26, 2022factForm ADV
→ U••••• C•••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Apr 1, 2016 to Apr 6, 2018factForm ADV
→ H•• W••••• M•••••••••

Dated events

Occurred
May 26, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1cdf2cbd-b033-d927-1e14-4b7dea8145a9
First observed: Jun 26, 2013
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.