DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

M•••• N••••• K••••

Advisor at P••••••••

ENGLEWOOD, NJ | ALEXANDRIA, VA

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:20c697e1-16d5-1cd2-a0b6-4743a9b86dde

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 28, 2015 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: P••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 27, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••	Independent wealth	Oct 26, 2022	n/a	yes	ALEXANDRIA, VA\|ENGLEWOOD, NJ	Current employment
M••••••• F•••••••• P•••••••	n/a	Aug 27, 2021	Sep 14, 2022	no	ARLINGTON, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• F•••••••• P•••••••	P••••••••	Sep 14, 2022	Oct 26, 2022	42	Firm change	Other
D•••• C•••••• A•••••••• L••	M••••••• F•••••••• P•••••••	Jul 28, 2021	Aug 27, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
152965:159289:MD:2018-03-05	Mar 5, 2018	Feb 27, 2018	BETHESDA, MD	Firm change

Relationships

Registered with (6)

→ P••••••••Registered adviserregistration: current employment
Oct 26, 2022 to presentfactForm ADV
→ M••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Aug 27, 2021 to Sep 14, 2022factForm ADV
→ D•••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 10, 2018 to Jul 28, 2021factForm ADV
→ F•••• P••••••• W•••••• L••Registered adviser

Dated events

Occurred
Sep 14, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:20c697e1-16d5-1cd2-a0b6-4743a9b86dde
First observed: Jul 28, 2015
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.