DFX Intelligence
Reading the graph
Reading the graph
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Advisor at X•• F•••••••• G••••
BETHESDA, MD | Fairfax, 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 |
|---|---|---|---|---|---|---|
| X•• F•••••••• G•••• | Independent wealth | Feb 21, 2019 | n/a | yes | BETHESDA, MD|Fairfax, VA | Current employment |
| E•••••• F•••••••• S•••••••• L•• | Former SEC adviser | Jul 20, 2012 | Jun 27, 2014 | no | FAIRFAX, VA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| E•••••• F•••••••• S•••••••• L•• | X•• F•••••••• G•••• | Jun 27, 2014 | Feb 21, 2019 | 1,700 | Firm change after gap | Other |
| M••••• S•••••• | E•••••• F•••••••• S•••••••• L•• | Jul 11, 2012 | Jul 20, 2012 |
| M••••• S•••••• | Wirehouse | Mar 2, 2011 | Jul 11, 2012 | no | VIENNA, VA|Mclean, VA | Previous registration |
| R•• C•••••• M••••••• L•• | National bd RIA | Mar 13, 2009 | Feb 24, 2011 | no | Vienna, VA | Previous registration |
| F•••••• B•••• W••••• L•• | n/a | Mar 7, 2007 | Mar 13, 2009 | no | MCLEAN, VA|MCLEAN, VA|BALTIMORE, MD | Previous registration |
| 9 |
| Firm change |
| Other |
| R•• C•••••• M••••••• L•• | M••••• S•••••• | Feb 24, 2011 | Mar 2, 2011 | 6 | Firm change | Ibd to wirehouse |
| F•••••• B•••• W••••• L•• | R•• C•••••• M••••••• L•• | Mar 13, 2009 | Mar 13, 2009 | 0 | Bulk transfer | Other |