DFX Intelligence

M••••••• H•••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

M••••••• H•••• M•••••

Advisor at S••••••••• G••••• • K••• • W••••• A•••••••

Ashburn, VA | LEESBURG, VA

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Search this name across graphsid dfx:ria:4cbe753e-38b3-dea7-2164-37e6a3802e71

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 16, 2019 to Sep 15, 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: S••••••••• G••••• • K••• • W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••••• G••••• • K••• • W••••• A•••••••	Independent wealth	Jan 7, 2022	n/a	yes	Ashburn, VA\|LEESBURG, VA	Current employment
T•• B••••• C••••••	Independent wealth	Jan 16, 2019	Dec 9, 2021	no	Reston, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• B••••• C••••••	S••••••••• G••••• • K••• • W••••• A•••••••	Dec 9, 2021	Jan 7, 2022	29	Firm change	RIA to RIA

Relationships

Registered with (2)

→ S••••••••• G••••• • K••• • W••••• A•••••••Registered adviserregistration: current employment
Jan 7, 2022 to presentfactForm ADV
→ T•• B••••• C••••••Registered adviserregistration: previous registration
Jan 16, 2019 to Dec 9, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4cbe753e-38b3-dea7-2164-37e6a3802e71
First observed: Jan 16, 2019
Last observed: Sep 15, 2026 7 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.