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

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RIA / WealthAdvisorChartered Financial Analyst26 years in industry

D•••• B•••• A••••••••

Advisor at M••••••• W••••• M•••••••••

ALEXANDRIA, VA

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Search this name across graphsid dfx:ria:20631278-57b6-9a22-9d23-bb028fd8cdd1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 31, 2002 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••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 16, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• W••••• M•••••••••	Independent wealth	Feb 26, 2013	n/a	yes	ALEXANDRIA, VA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	May 23, 2008	Feb 26, 2013	no	ALEXANDRIA, VA\|BOSTON, MA\|ALEXANDRIA, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	M••••••• W••••• M•••••••••	Feb 26, 2013	Feb 26, 2013	0	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	L•• F•••••••• L••	May 29, 2008	May 23, 2008

Relationships

Registered with (3)

→ M••••••• W••••• M•••••••••Registered adviserregistration: current employment
Feb 26, 2013 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 23, 2008 to Feb 26, 2013factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 31, 2002 to May 29, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:20631278-57b6-9a22-9d23-bb028fd8cdd1
First observed: Jul 31, 2002
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.