DFX Intelligence

3• M•••••••• I•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

3• M•••••••• I•••

CRD 309368

CHARLOTTESVILLE, VA

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Search this name across graphsid dfx:ria:348deb69-d273-9d73-df58-f679b3fd742f

Data as of Aug 4, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Aug 4, 2025 to Aug 4, 2025
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
CRD: 309368
Filings on the tape: 1
First filed: Aug 4, 2025

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
D••••••• W•••••• L•••	Chartered Financial Analyst	CHARLOTTESVILLE, VA	5	38	6	no

Relationships

Registered with (1)

← D••••••• W•••••• L•••Advisorregistration: current employment
Jun 22, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:348deb69-d273-9d73-df58-f679b3fd742f
First observed: Aug 4, 2025
Last observed: Aug 4, 2025 13 months ago
Source families: Federal regulator filings
3 registered feeds 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.