DFX Intelligence
Reading the graph
Reading the graph
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Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Reston, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Bd affiliated wealth | Oct 13, 2023 | n/a | yes | Reston, VA | Current employment |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Wirehouse | May 13, 2016 | Oct 19, 2023 | no | RESTON, VA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Oct 19, 2023 | Oct 13, 2023 | -6 | Firm change | Wirehouse to ibd |
| R•• C•••••• M••••••• L•• | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | May 26, 2016 |
| R•• C•••••• M••••••• L•• | National bd RIA | May 8, 2015 | May 26, 2016 | no | WASHINGTON, DC | Previous registration |
| M••••• S•••••• | Wirehouse | Jun 1, 2009 | May 19, 2015 | no | Washington, DC|Mclean, VA | Previous registration |
| C•••••••• G••••• M•••••• I••• | Bd affiliated wealth | Apr 24, 2009 | Jun 1, 2009 | no | WASHINGTON, DC | Previous registration |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Wirehouse | Apr 28, 1999 | Apr 28, 2009 | no | VIENNA, VA|VIENNA, VA | Previous registration |
| -13 |
| Firm change |
| Ibd to wirehouse |
| M••••• S•••••• | R•• C•••••• M••••••• L•• | May 19, 2015 | May 8, 2015 | -11 | Firm change | Wirehouse to ibd |
| C•••••••• G••••• M•••••• I••• | M••••• S•••••• | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | C•••••••• G••••• M•••••• I••• | Apr 28, 2009 | Apr 24, 2009 | -4 | Firm change | Other |