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

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

M••• R••• M•••••••

Advisor at A•••••••• F••••• O•••••• L••

Charlottesville, VA | MARINA DEL REY, CA

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Search this name across graphsid dfx:ria:667d7e7a-1c41-016c-98ef-814c047a9dd8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 25, 2017 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 publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••••• F••••• O•••••• L••	Independent wealth	Dec 23, 2020	n/a	yes	Charlottesville, VA\|MARINA DEL REY, CA	Current employment
B••• W••••• M••••••••• L••	n/a	Oct 25, 2017	Feb 1, 2021	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
B••• W••••• M••••••••• L••	A•••••••• F••••• O•••••• L••	Feb 1, 2021	Dec 23, 2020	-40	Firm change after gap	Other

Relationships

Registered with (2)

→ A•••••••• F••••• O•••••• L••Registered adviserregistration: current employment
Dec 23, 2020 to presentfactForm ADV
→ B••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 25, 2017 to Feb 1, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:667d7e7a-1c41-016c-98ef-814c047a9dd8
First observed: Oct 25, 2017
Last observed: Sep 15, 2026 6 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.