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C•••••••• F•••••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor16 years in industry

C•••••••• F•••••• B••••

Advisor at A•••••••

MCLEAN, VA

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Search this name across graphsid dfx:ria:2a2fd9f3-54e6-6fe6-3446-8248f25596b1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 8, 2010 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: A•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••••	Independent wealth	May 26, 2016	n/a	yes	MCLEAN, VA	Current employment
M••••• S••••••	Wirehouse	Oct 8, 2010	Sep 23, 2014	no	Washington, DC

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	A•••••••	Sep 23, 2014	May 26, 2016	611	Firm change after gap	Other

Relationships

Registered with (2)

→ A•••••••Registered adviserregistration: current employment
May 26, 2016 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Oct 8, 2010 to Sep 23, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a2fd9f3-54e6-6fe6-3446-8248f25596b1
First observed: Oct 8, 2010
Last observed: Sep 14, 2026 7 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.