DFX Intelligence

A••••• N••••• C••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

A••••• N••••• C••••••

Advisor at C••••••• W••••• A•••••••

RICHMOND, VA | Reston, VA

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Search this name across graphsid dfx:ria:3670f5c5-6014-406c-a7ac-880c585f5e0f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 20, 2013 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••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 17, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• W••••• A•••••••	Independent wealth	Jan 3, 2025	n/a	yes	Reston, VA\|RICHMOND, VA	Current employment
A•••• F•••••••• A••••••• S•••••••• I•••	Independent wealth	Aug 1, 2018	Jan 31, 2025	no	RESTON, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• F•••••••• A••••••• S•••••••• I•••	C••••••• W••••• A•••••••	Jan 31, 2025	Jan 3, 2025	-28	Firm change	RIA to RIA
W• W••••• M••••••••• L••	A•••• F•••••••• A••••••• S•••••••• I•••	Jul 24, 2018	Aug 1, 2018

Relationships

Registered with (4)

→ C••••••• W••••• A•••••••Registered adviserregistration: current employment
Jan 3, 2025 to presentfactForm ADV
→ A•••• F•••••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Aug 1, 2018 to Jan 31, 2025factForm ADV
→ W• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 19, 2013 to Jul 24, 2018factForm ADV
→ B••••••• C•••••• A•••••••• L••

Dated events

Occurred
Jan 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3670f5c5-6014-406c-a7ac-880c585f5e0f
First observed: May 20, 2013
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.