DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

M•••••• C••••••• B••••••

Advisor at L•••••• L••••• W••••• M••••••••• L••

ALEXANDRIA, VA

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Search this name across graphsid dfx:ria:2104586a-c982-0ee0-c2c6-172029aa33fc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 15, 2018 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•••••• L••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••••• L••••• W••••• M••••••••• L••	State registered	Oct 24, 2023	n/a	yes	ALEXANDRIA, VA	Current employment
C••••••••• F•••••••• P•••••••	Former SEC adviser	Sep 18, 2019	Oct 18, 2023	no	Fort Washington, MD\|ANNAPOLIS, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• P•••••••	L•••••• L••••• W••••• M••••••••• L••	Oct 18, 2023	Oct 24, 2023	6	Firm change	RIA to state RIA
C•••••••• I••••••••• R••••••• A•••••••• I•••	C••••••••• F•••••••• P•••••••	Mar 12, 2021	Sep 18, 2019

Relationships

Registered with (5)

→ L•••••• L••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Oct 24, 2023 to presentfactForm ADV
→ C••••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Sep 18, 2019 to Oct 18, 2023factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 11, 2019 to Mar 12, 2021factForm ADV
→ H• B•••• I•••

Dated events

Occurred
Oct 18, 2023
Advisor changed firm
M•••••• C••••••• B•••••• left C••••••••• F•••••••• P••••••• for L•••••• L••••• W••••• M••••••••• L•• (registered 2023-10-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2104586a-c982-0ee0-c2c6-172029aa33fc
First observed: May 15, 2018
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.