DFX Intelligence

C•••••• A•••••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

C•••••• A•••••• M•••••••••

A••••• G••• G••••••, CRD 121838

TOWSON, MD

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Search this name across graphsid dfx:ria:2560f0a1-aafa-fbf8-619a-2711d1ac4de9

Data as of Jul 10, 2013 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Jul 10, 2013 to Jul 10, 2013
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $30.3M••• Locked
Discretionary RAUM: $25.0M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Employees: 0
Advisory employees: 0
Accounts

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
A••••• G••• G••••••	n/a	Baltimore, MD \| TOWSON, MD	1	40	n/a	no

Relationships

Registered with (1)

← A••••• G••• G••••••Advisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2560f0a1-aafa-fbf8-619a-2711d1ac4de9
First observed: Jul 10, 2013
Last observed: Jul 10, 2013 160 months ago
Source families: Federal regulator filings
3 registered feeds 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.