DFX Intelligence

T•••• L•••• D•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

T•••• L•••• D•••

Advisor at E•••••• F•••••••• E••••••

FAIRFAX , VA | Alexandria, VA

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Search this name across graphsid dfx:ria:53d610a9-3ff5-30b2-f6fb-bf2842f655b2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 15, 2005 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: E•••••• F•••••••• E••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 25, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• F•••••••• E••••••	Independent wealth	Jul 16, 2026	n/a	yes	Alexandria, VA\|FAIRFAX , VA	Current employment
B••••• W•••••• L••	Independent wealth	Apr 14, 2025	Jul 10, 2026	no	MCLEAN, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• W•••••• L••	E•••••• F•••••••• E••••••	Jul 10, 2026	Jul 16, 2026	6	Firm change	RIA to RIA
P•••••••• S••••••••• I•••	B••••• W•••••• L••	Nov 20, 2006	Apr 14, 2025

Relationships

Registered with (3)

→ E•••••• F•••••••• E••••••Registered adviserregistration: current employment
Jul 16, 2026 to presentfactForm ADV
→ B••••• W•••••• L••Registered adviserregistration: previous registration
Apr 14, 2025 to Jul 10, 2026factForm ADV
→ P•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Mar 15, 2005 to Nov 20, 2006factForm ADV

Dated events

Occurred
Jul 10, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:53d610a9-3ff5-30b2-f6fb-bf2842f655b2
First observed: Mar 15, 2005
Last observed: Sep 15, 2026 8 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.