DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

A•••••• M•••••• R•••

Advisor at W••••••••• T•••• I••••••••• A•••••••• I•••

W•••••••••, DE

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 2
Observed: Apr 19, 2006 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

A•••••• M•••••• R•••

Real estate principal · key_crd_individual, shared_individual_crd

Private Equityidentity

A•••••• M• R•••

Private equity principal · key_crd_individual, shared_individual_crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: W••••••••• T•••• I••••••••• A•••••••• I•••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Mar 14, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• T•••• I••••••••• A•••••••• I•••	Other adviser	Nov 20, 2014	n/a	yes	W•••••••••, DE	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Aug 18, 2008	Dec 18, 2012	no	WEEHAWKEN, NJ\|NEW YORK, NY\|WEEHAWKEN, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	W••••••••• T•••• I••••••••• A•••••••• I•••	Dec 18, 2012	Nov 20, 2014	702	Firm change after gap	Other
J••• M••••• S••••••••• L••	U•• F•••••••• S••••••• I•••	Jun 16, 2008	Aug 18, 2008

Relationships

Registered with (3)

→ W••••••••• T•••• I••••••••• A•••••••• I•••Registered adviserregistration: current employment
Nov 20, 2014 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Aug 18, 2008 to Dec 18, 2012factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Apr 19, 2006 to Jun 16, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 19, 2006
Last observed: Sep 14, 2026 9 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.