DFX Intelligence

C••••••••• P•••••• J••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

C••••••••• P•••••• J••••••

Advisor at F•••• P••••••• W•••••• L••

Bethesda, MD

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Search this name across graphsid dfx:ria:36e7496c-432e-b599-90f6-34e0af365774

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 25, 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Dec 4, 2023	n/a	yes	Bethesda, MD	Current employment
B••••••••• W••••• • F•••••••• M••••••••• L••	Former SEC adviser	Jan 25, 2013	Mar 5, 2018	no	BETHESDA, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• W••••• • F•••••••• M••••••••• L••	F•••• P••••••• W•••••• L••	Mar 5, 2018	Dec 4, 2023	2,100	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
152965:159289:MD:2018-03-05	Mar 5, 2018	Dec 4, 2023	BETHESDA, MD	Firm change after gap

Relationships

Registered with (2)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Dec 4, 2023 to presentfactForm ADV
→ B••••••••• W••••• • F•••••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 25, 2013 to Mar 5, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36e7496c-432e-b599-90f6-34e0af365774
First observed: Jan 25, 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.