DFX Intelligence

C••••••••• J••• O•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

C••••••••• J••• O•••••

Advisor at W•••• F•••• A•••••••

COLUMBIA, MD | TOWSON, MD

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Search this name across graphsid dfx:ria:24176ac9-ac1a-f26a-fa62-80f354641ce6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 5, 2018 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Jun 14, 2024	n/a	yes	TOWSON, MD\|COLUMBIA, MD	Current employment
W•••• F•••• A•••••••	Wirehouse	Jun 5, 2018	Oct 13, 2020	no	PARKVILLE, MD\|COLUMBIA, MD\|BALTIMORE, MD	Previous registration

Relationships

Registered with (1)

→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jun 5, 2018 to Oct 13, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24176ac9-ac1a-f26a-fa62-80f354641ce6
First observed: Jun 5, 2018
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.