DFX Intelligence

C••••••••• P•••• A••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

C••••••••• P•••• A••••

Advisor at A••••• F••••• O••••• L••

HINSDALE, IL | MCLEAN, VA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 8, 2018 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: A••••• F••••• O••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• F••••• O••••• L••	Independent wealth	Dec 1, 2025	n/a	yes	MCLEAN, VA\|HINSDALE, IL	Current employment
O••	Former SEC adviser	May 8, 2018	Dec 11, 2025	no	Chicago, IL\|MCLEAN, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••	A••••• F••••• O••••• L••	Dec 11, 2025	Dec 1, 2025	-10	Firm change	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
107335:337753:VA:2025-12-11	Dec 11, 2025	Dec 1, 2025	MCLEAN, VA	Firm change

Relationships

Registered with (2)

→ A••••• F••••• O••••• L••Registered adviserregistration: current employment
Dec 1, 2025 to presentfactForm ADV
→ O••Registered adviserregistration: previous registration
May 8, 2018 to Dec 11, 2025factForm ADV

Dated events

Order

Occurred
11 Dec 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 8, 2018
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.