DFX Intelligence
Reading the graph
Reading the graph
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Advisor at F••••••
Washington, DC | SAN FRANCISCO, CA
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 |
|---|---|---|---|---|---|---|
| F•••••• | Independent wealth | Oct 23, 2025 | n/a | yes | Washington, DC|Washington, DC|SAN FRANCISCO, CA | Current employment |
| H•••••• C•••••• A•••••••• L•• | Independent wealth | Jan 25, 2022 | Sep 5, 2025 | no | TYSONS CORNER, VA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| H•••••• C•••••• A•••••••• L•• | F•••••• | Sep 5, 2025 | Oct 23, 2025 | 48 | Firm change | RIA to RIA |
| P••••••••• P••••••• • C••• L•• | H•••••• C•••••• A•••••••• L•• | Jan 10, 2022 | Jan 25, 2022 |
| P••••••••• P••••••• • C••• L•• | Independent wealth | Aug 9, 2021 | Jan 10, 2022 | no | BETHESDA, MD | Previous registration |
| W••••••••• A••••••• P••••••• L•• | Bd affiliated wealth | Jun 11, 2018 | Aug 12, 2021 | no | Leesburg, VA|WEST CHESTER, PA|Washington, DC | Previous registration |
| F••••• O••••• R•••••••• L•• | Independent wealth | Feb 17, 2017 | Apr 30, 2018 | no | BETHESDA, MD | Previous registration |
| 15 |
| Firm change |
| RIA to RIA |
| W••••••••• A••••••• P••••••• L•• | P••••••••• P••••••• • C••• L•• | Aug 12, 2021 | Aug 9, 2021 | -3 | Firm change | RIA to RIA |
| F••••• O••••• R•••••••• L•• | W••••••••• A••••••• P••••••• L•• | Apr 30, 2018 | Jun 11, 2018 | 42 | Firm change | RIA to RIA |