DFX Intelligence
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Reading the graph
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Advisor at T• P•••••• C••••• W••••• L••
VIENNA, VA | Springfield, 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 |
|---|---|---|---|---|---|---|
| T• P•••••• C••••• W••••• L•• | Bd affiliated wealth | Jan 6, 2026 | n/a | yes | VIENNA, VA|Springfield, VA | Current employment |
| W•••• F•••• A••••••• | Wirehouse | Jun 27, 2024 | Oct 6, 2025 | no | COLUMBIA, MD|MCLEAN, VA|RESTON, VA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| W•••• F•••• A••••••• | T• P•••••• C••••• W••••• L•• | Oct 6, 2025 | Jan 6, 2026 | 92 | Firm change | Wirehouse to ibd |
| T••••• A••••••• S•••••••• I••• | W•••• F•••• A••••••• | Oct 31, 2023 | Jun 27, 2024 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:283390:VA:2022-05-31 | Jun 6, 2022 | Jun 9, 2022 | ASHBURN, VA | Firm change |
| T••••• A••••••• S•••••••• I••• | Bd affiliated wealth | Jun 9, 2022 | Oct 31, 2023 | no | MCLEAN, VA | Previous registration |
| W•••• F•••• A••••••• | Wirehouse | Feb 7, 2020 | Jun 6, 2022 | no | MCLEAN, VA|ASHBURN, VA | Previous registration |
| E•••• S••••••••• L•• | Bd affiliated wealth | Apr 23, 2019 | Dec 12, 2019 | no | BETHESDA, MD | Previous registration |
| B••••••••• W••••• M••••••••• | Former SEC adviser | Sep 10, 2018 | Dec 5, 2018 | no | ROCKVILLE, MD | Previous registration |
| S•••••••• I••••••••• M••••••••• | Former SEC adviser | Jan 30, 2017 | Mar 7, 2018 | no | SAINT LOUIS, MO | Previous registration |
| C••• B•••••••• S•••••••• I••• | Former SEC adviser | Mar 12, 2015 | Nov 7, 2016 | no | Fairfax, VA|FARIFAX, VA|WAVERLY, IA|Reston, VA|FREDERICK, MD|Rockville, MD|Greenbelt, MD|Germantown, MD|Gaithersburg, MD|Gaithersburg, MD|BETHESDA, MD | Previous registration |
| O• C•••••• | n/a | Apr 16, 2014 | Feb 6, 2015 | no | ALEXANDRIA, VA | Previous registration |
| O• C•••••• | n/a | Sep 10, 2008 | Jun 26, 2009 | no | ALEXANDRIA, VA | Previous registration |
| B•• C•••••• A•••••••• L•• | Independent wealth | Feb 14, 2007 | Sep 5, 2008 | no | VIENNA, VA | Previous registration |
| F•••••• B•••• W••••• L•• | n/a | Aug 11, 2005 | Feb 12, 2007 | no | RESTON, VA|MCLEAN, VA|RESTON, VA | Previous registration |
| 240 |
| Firm change |
| Ibd to wirehouse |
| W•••• F•••• A••••••• | T••••• A••••••• S•••••••• I••• | Jun 6, 2022 | Jun 9, 2022 | 3 | Firm change | Wirehouse to ibd |
| E•••• S••••••••• L•• | W•••• F•••• A••••••• | Dec 12, 2019 | Feb 7, 2020 | 57 | Firm change | Ibd to wirehouse |
| B••••••••• W••••• M••••••••• | E•••• S••••••••• L•• | Dec 5, 2018 | Apr 23, 2019 | 139 | Firm change | RIA to ibd |
| S•••••••• I••••••••• M••••••••• | B••••••••• W••••• M••••••••• | Mar 7, 2018 | Sep 10, 2018 | 187 | Firm change | Ibd to RIA |
| C••• B•••••••• S•••••••• I••• | S•••••••• I••••••••• M••••••••• | Nov 7, 2016 | Jan 30, 2017 | 84 | Firm change | Other |
| O• C•••••• | C••• B•••••••• S•••••••• I••• | Feb 6, 2015 | Mar 12, 2015 | 34 | Firm change | Other |
| B•• C•••••• A•••••••• L•• | O• C•••••• | Sep 5, 2008 | Sep 10, 2008 | 5 | Firm change | Other |
| F•••••• B•••• W••••• L•• | B•• C•••••• A•••••••• L•• | Feb 12, 2007 | Feb 14, 2007 | 2 | Firm change | Other |