DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

M••••• A••••••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

RESTON, VA

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Search this name across graphsid dfx:ria:21106f2d-29f4-bbf2-caca-a5f1ae264d2a

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 2, 2004 to Sep 19, 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•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Mar 15, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Sep 3, 2026	n/a	yes	RESTON, VA	Current employment
M••••• S••••••	Wirehouse	Jan 13, 2012	n/a	yes	Washington, DC\|Mclean, VA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Sep 18, 2026	Sep 3, 2026	-15	Firm change	Wirehouse to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• S••••••	Jan 17, 2012	Jan 13, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
149777:7691:VA:2026-09-07	Sep 18, 2026	Sep 3, 2026	MCLEAN, VA	Firm change

Relationships

Registered with (2)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 2, 2004 to Jan 17, 2012factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jan 13, 2012 to Sep 18, 2026factForm ADV

Dated events

Occurred
Sep 18, 2026
Advisor changed firm
••• Locked
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:21106f2d-29f4-bbf2-caca-a5f1ae264d2a
First observed: Apr 2, 2004
Last observed: Sep 19, 2026 4 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.