DFX Intelligence

N••••••• G••••••• C•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

N••••••• G••••••• C•••••••••

Advisor at A•••••••• W••••• P•••••••• L••

A••••••••, VA

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Search this name across graphsid dfx:ria:5613c3ab-f4fc-05ea-37fb-f0cf4da47b6a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 8, 2017 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: A•••••••• W••••• P•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••••• W••••• P•••••••• L••	State registered	Jan 11, 2021	n/a	yes	A••••••••, VA	Current employment
A•••••••• W••••• P•••••••• L••	State registered	Oct 27, 2017	Dec 31, 2020	no	A••••••••, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••	A•••••••• W••••• P•••••••• L••	Oct 23, 2017	Oct 27, 2017	4	Firm change	Other

Relationships

Registered with (2)

→ A•••••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
Oct 27, 2017 to Dec 31, 2020factForm ADV
→ I•••Registered adviserregistration: previous registration
Jun 8, 2017 to Oct 23, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5613c3ab-f4fc-05ea-37fb-f0cf4da47b6a
First observed: Jun 8, 2017
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.