DFX Intelligence
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Reading the graph
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Advisor at A••• W•••••• L••
Bethesda, MD | BETHESDA, MD
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 |
|---|---|---|---|---|---|---|
| A••• W•••••• L•• | Independent wealth | Jun 23, 2026 | n/a | yes | Bethesda, MD | Current employment |
| S•••••• F•••••••• P•••••••• L•• | Independent wealth | Sep 11, 2018 | n/a | yes | BETHESDA, MD | Current employment |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| W•••• F•••• A••••••• | S•••••• F•••••••• P•••••••• L•• | Sep 17, 2018 | Sep 11, 2018 | -6 | Firm change | Wirehouse to new firm |
| K••••••••• L•• | W•••• F•••• A••••••• | Aug 13, 2015 | Jun 10, 2015 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:297858:MD:2018-09-17 | Sep 17, 2018 | Sep 11, 2018 | BETHESDA, MD | Firm change |
| Wirehouse |
| Jun 10, 2015 |
| Sep 17, 2018 |
| no |
| BETHESDA, MD |
| Previous registration |
| K••••••••• L•• | n/a | Apr 25, 2014 | Aug 13, 2015 | no | BETHESDA, MD | Previous registration |
| E•••••••• A•••••••• L•• | National bd RIA | Oct 11, 2013 | Jun 17, 2015 | no | BETHESDA, MD|FALLS CHURCH, VA | Previous registration |
| -64 |
| Firm change after gap |
| Other |
| E•••••••• A•••••••• L•• | K••••••••• L•• | Jun 17, 2015 | Apr 25, 2014 | -418 | Firm change after gap | Other |