DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst18 years in industry

D•••• M•••••• B••••••

Advisor at C••••••• P•••••••

ARLINGTON, VA | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:2bd2f4ae-d3e6-bb59-56dd-4c1e39ed1e5b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 30, 2008 to Sep 15, 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: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 30, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Feb 24, 2014	n/a	yes	OVERLAND PARK, KS\|ARLINGTON, VA	Current employment
F•••• A•••••••	Former SEC adviser	Aug 2, 2010	Mar 8, 2014	no	CHEVY CHASE, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• A•••••••	C••••••• P•••••••	Mar 8, 2014	Feb 24, 2014	-12	Firm change	Other
R•••• I••••••••• A•••••••	F•••• A•••••••	Jun 25, 2010	Aug 2, 2010

Relationships

Registered with (3)

→ C••••••• P•••••••Registered adviserregistration: current employment
Feb 24, 2014 to presentfactForm ADV
→ F•••• A•••••••Registered adviserregistration: previous registration
Aug 2, 2010 to Mar 8, 2014factForm ADV
→ R•••• I••••••••• A•••••••Registered adviserregistration: previous registration
Jun 30, 2008 to Jun 25, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2bd2f4ae-d3e6-bb59-56dd-4c1e39ed1e5b
First observed: Jun 30, 2008
Last observed: Sep 15, 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.