DFX Intelligence
Reading the graph
Reading the graph
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Advisor at M•••• I••••••••• A••••••• S••••••• I••
RESTON, VA
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 |
|---|---|---|---|---|---|---|
| M•••• I••••••••• A••••••• S••••••• I•• | Mixed wealth | Sep 28, 2022 | n/a | yes | RESTON, VA | Current employment |
| A••••• A•• P••••••• S••••••• | Bd affiliated wealth | Sep 28, 2015 | Aug 4, 2022 | no | FAIRFAX, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A••••• A•• P••••••• S••••••• | M•••• I••••••••• A••••••• S••••••• I•• | Aug 4, 2022 | Sep 28, 2022 | 55 | Firm change | Ibd to RIA |
| C••••• A•••••• N••••••• L•• | A••••• A•• P••••••• S••••••• | Sep 21, 2015 | Sep 28, 2015 |
| C••••• A•••••• N••••••• L•• | Former SEC adviser | Sep 26, 2014 | Sep 21, 2015 | no | ANNANDALE, VA|STATE COLLEGE, PA|ELDERSBURG, MD | Previous registration |
| W•••••• • R••• | Former SEC adviser | Nov 12, 2010 | Feb 11, 2011 | no | VIENNA, VA | Previous registration |
| 7 |
| Firm change |
| Other |
| W•••••• • R••• | C••••• A•••••• N••••••• L•• | Feb 11, 2011 | Sep 26, 2014 | 1,323 | Firm change after gap | Other |