DFX Intelligence

C•••• B•••••• E•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

C•••• B•••••• E•••••

Advisor at C•••••••• W••••• M•••••••••

TOWSON, MD

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Search this name across graphsid dfx:ria:34fd5972-0abf-5940-81f3-8c8756db277b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 16, 2001 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: C•••••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 2, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• W••••• M•••••••••	State registered	Oct 26, 2020	n/a	yes	TOWSON, MD	Current employment
A•••••••• D••••	Independent wealth	Mar 17, 2015	Jan 25, 2021	no	TOWSON, MD\|BALTIMORE, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••• D••••	C•••••••• W••••• M•••••••••	Jan 25, 2021	Oct 26, 2020	-91	Firm change after gap	RIA to state RIA
L•• F•••••••• L••	A•••••••• D••••	Sep 8, 2016	Mar 17, 2015

Relationships

Registered with (6)

→ C•••••••• W••••• M•••••••••Registered adviserregistration: current employment
Oct 26, 2020 to presentfactForm ADV
→ A•••••••• D••••Registered adviserregistration: previous registration
Mar 17, 2015 to Jan 25, 2021factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 1, 2009 to Sep 8, 2016factForm ADV
→ M••••• S••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:34fd5972-0abf-5940-81f3-8c8756db277b
First observed: Jul 16, 2001
Last observed: Sep 14, 2026 9 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.