DFX Intelligence

D••••• J••••• G••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

D••••• J••••• G••••

Advisor at C••••••• P•••••••

MCLEAN, VA | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:622b2f5b-14eb-9300-b67b-f17f3613cbc1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 18, 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: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 16, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Apr 15, 2021	n/a	yes	OVERLAND PARK, KS\|MCLEAN, VA	Current employment
S••• F•••••••• A•••••••	Former SEC adviser	May 2, 2018	Apr 13, 2021	no	MCLEAN, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••• F•••••••• A•••••••	C••••••• P•••••••	Apr 13, 2021	Apr 15, 2021	2	Firm change	RIA to RIA
W••••••••• C•••••• M•••••••••	S••• F•••••••• A•••••••	Mar 7, 2019	May 2, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
109732:105348:VA:2021-04-13	Apr 13, 2021	Apr 15, 2021	MCLEAN, VA	Firm change

Relationships

Registered with (4)

→ C••••••• P•••••••Registered adviserregistration: current employment
Apr 15, 2021 to presentfactForm ADV
→ S••• F•••••••• A•••••••Registered adviserregistration: previous registration
May 2, 2018 to Apr 13, 2021factForm ADV
→ W••••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Jul 28, 2014 to Mar 7, 2019factForm ADV
→ R••••• B••• • C••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:622b2f5b-14eb-9300-b67b-f17f3613cbc1
First observed: Jun 18, 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.