T••••• D••••

Advisor at W•••• F•••• A•••••••

RICHMOND, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:26cdd90e-37f9-b387-96c0-d7a300d6311b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 5, 2016 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Mar 12, 2020	n/a	yes	RICHMOND, VA	Current employment
W•••• F•••• A•••••••	Wirehouse	Jul 19, 2018	Mar 12, 2020	no	RICHMOND, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Mar 12, 2020	Mar 12, 2020	0	Channel change	Wirehouse to wirehouse
N••••• D••••• W•••••	W•••• F•••• A•••••••	Jun 21, 2018	Jul 19, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:11025:VA:2020-03-12	Mar 12, 2020	Mar 12, 2020	RICHMOND, VA	Firm change

Relationships

Registered with (3)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Mar 12, 2020 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jul 19, 2018 to Mar 12, 2020factForm ADV
→ N••••• D••••• W•••••Registered adviserregistration: previous registration
Oct 5, 2016 to Jun 21, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:26cdd90e-37f9-b387-96c0-d7a300d6311b
First observed: Oct 5, 2016
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.