DFX Intelligence

B•••• I•••••• D••••••: advisor on the ria / wealth management graph | DFX Data Factory

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

B•••• I•••••• D••••••

Advisor at P••••••

BETHESDA, MD

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Search this name across graphsid dfx:ria:29a36e51-5c10-db0c-ac53-30298386b7b3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 13, 2024 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: P••••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••	Asset manager	Dec 3, 2024	n/a	yes	BETHESDA, MD	Current employment
F•••••• F•••••••• A•••••••• L••	Bd affiliated wealth	Jun 13, 2024	Nov 19, 2024	no	Vienna, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••• F•••••••• A•••••••• L••	P••••••	Nov 19, 2024	Dec 3, 2024	14	Firm change	Other

Relationships

Registered with (2)

→ P••••••Registered adviserregistration: current employment
Dec 3, 2024 to presentfactForm ADV
→ F•••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 13, 2024 to Nov 19, 2024factForm ADV

Dated events

Occurred
Nov 19, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:29a36e51-5c10-db0c-ac53-30298386b7b3
First observed: Jun 13, 2024
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.