DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

T••••• R•••• P•••••

Advisor at M•••• I••••••••• A••••••• S••••••• I••

RESTON, VA

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Search this name across graphsid dfx:ria:1de686a9-8e70-0555-94b3-bd373850d38f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 8, 2003 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: M•••• I••••••••• A••••••• S••••••• I••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jan 3, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• I••••••••• A••••••• S••••••• I••	Mixed wealth	May 2, 2006	n/a	yes	RESTON, VA	Current employment
F•••• A•••••••	Former SEC adviser	Jan 4, 2005	Apr 11, 2006	no	CHEVY CHASE, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• A•••••••	M•••• I••••••••• A••••••• S••••••• I••	Apr 11, 2006	May 2, 2006	21	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	F•••• A•••••••	Nov 8, 2004	Jan 4, 2005

Relationships

Registered with (3)

→ M•••• I••••••••• A••••••• S••••••• I••Registered adviserregistration: current employment
May 2, 2006 to presentfactForm ADV
→ F•••• A•••••••Registered adviserregistration: previous registration
Jan 4, 2005 to Apr 11, 2006factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 8, 2003 to Nov 8, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1de686a9-8e70-0555-94b3-bd373850d38f
First observed: Jan 8, 2003
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.