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F•••••• E••••• W•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)42 years in industry

F•••••• E••••• W•••••••

Advisor at W•••• F•••• A•••••••

ALEXANDRIA, VA | WASHINGTON, DC

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Search this name across graphsid dfx:ria:2d3760a2-beb7-ad3b-94b5-f65d608b1eae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 19, 1994 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 publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 3, 1983earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

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
W•••• F•••• A•••••••	Wirehouse	Aug 23, 2026	n/a	yes	WASHINGTON, DC\|ALEXANDRIA, VA	Current employment
W•••• F•••• A•••••••	Wirehouse	Jul 1, 2003	Jul 16, 2025	no	WASHINGTON, DC\|WASHINGTON, DC\|BETHESDA, MD

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
P••••••••• E••••• G••••• L••	W•••• F•••• A•••••••	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other

Relationships

Registered with (2)

→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jul 1, 2003 to Jul 16, 2025factForm ADV
→ P••••••••• E••••• G••••• L••Registered adviserregistration: previous registration
Feb 19, 1994 to Jul 1, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d3760a2-beb7-ad3b-94b5-f65d608b1eae
First observed: Feb 19, 1994
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.