DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

A•••••••• M•••••• M•••••

Advisor at M••••••

Burke, VA | McLean, VA

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Search this name across graphsid dfx:ria:61d3ab56-edae-4e24-2ec9-895a0f8434ef

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Sep 20, 2010 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: M••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 23, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Mar 6, 2026	n/a	yes	McLean, VA\|Burke, VA	Current employment
H•••••••• A•••••••• L••	Bd affiliated wealth	Dec 1, 2021	Mar 11, 2026	no	Devon, PA\|Naples, FL\|Washington, DC\|CHICAGO, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••••• A•••••••• L••	M••••••	Mar 11, 2026	Mar 6, 2026	-5	Firm change	Ibd to ibd
F••• M••••• • W••••••••• L••	H•••••••• A•••••••• L••	Jun 30, 2022	Dec 1, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
107553:145323:DC:2022-06-30	Jun 30, 2022	Dec 1, 2021	W•••••••••, DC	Firm change after gap

Relationships

Registered with (6)

→ M••••••Registered adviserregistration: current employment
Mar 6, 2026 to presentfactForm ADV
→ H•••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 1, 2021 to Mar 11, 2026factForm ADV
→ F••• M••••• • W••••••••• L••Registered adviserregistration: previous registration
Jun 6, 2019 to Jun 30, 2022factForm ADV
→ E•••••• F•••••••• E••••••

Dated events

Occurred
Mar 11, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jun 30, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:61d3ab56-edae-4e24-2ec9-895a0f8434ef
First observed: Sep 20, 2010
Last observed: Sep 15, 2026 7 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.