DFX Intelligence

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

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RIA / WealthAdvisor21 years in industry

P•••• M••••••• P•••••

Advisor at L••• I••••••••• A•••••••• L••

Toulouse | Columbia, MD

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Search this name across graphsid dfx:ria:1d3b2096-8b84-7603-8029-10330bb0b66a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 1, 2005 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: L••• I••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• I••••••••• S••••••••• L••	Mixed wealth	Dec 13, 2022	n/a	yes	Toulouse\|Columbia, MD	Current employment
L••• I••••••••• A•••••••• L••	Independent wealth	Jan 18, 2022	n/a	yes	Columbia, MD	Current employment

Relationships

Registered with (2)

→ S••••• I••••••••• S••••••••• L••Registered adviserregistration: current employment
Dec 13, 2022 to presentfactForm ADV
→ L••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Jan 18, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1d3b2096-8b84-7603-8029-10330bb0b66a
First observed: Jul 1, 2005
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.