DFX Intelligence
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Reading the graph
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Advisor at L•• F•••••••• L••
ASHBURN, VA | ROCKVILLE, 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 |
|---|---|---|---|---|---|---|
| L•• F•••••••• L•• | Bd affiliated wealth | Dec 9, 2021 | n/a | yes | ROCKVILLE, MD|ASHBURN, VA | Current employment |
| S•••••• W••••• P•••••••• L•• | Bd affiliated wealth | Feb 18, 2016 | Jun 30, 2021 | no | ROCKVILLE, MD|ROCKVILLE, MD|ANNAPOLIS, MD |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| S•••••• W••••• P•••••••• L•• | L•• F•••••••• L•• | Jun 30, 2021 | Dec 9, 2021 | 162 | Firm change | Ibd to ibd |
| U•••• F•••••••• S••••••• G••••• I••• | L•• F•••••••• L•• | Oct 9, 2007 | Sep 12, 2007 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153184:6413:MD:2021-06-30 | Jun 30, 2021 | Dec 9, 2021 | ANNAPOLIS, MD | Firm change |
| S•••••• W••••• P•••••••• L•• | Bd affiliated wealth | Feb 17, 2016 | Feb 18, 2016 | no | ROCKVILLE, MD | Previous registration |
| L•• F•••••••• L•• | Bd affiliated wealth | Sep 12, 2007 | Oct 2, 2007 | no | OLNEY, MD|ANNAPOLIS, MD|FREDERICK, MD|FREDERICK, MD|FREDERICK, MD|SILVER SPRINGS, MD|BETHESDA, MD|ROCKVILLE, MD|POTOMAC, MD|BETHESDA, MD|CHANTILLY, VA|LINTHICUM, MD|LEESBURG, VA|FAIRFAX, VA|FAIRFAX, VA|FORT MILL, SC|OLNEY, MD | Previous registration |
| U•••• F•••••••• S••••••• G••••• I••• | n/a | Jan 17, 2003 | Oct 9, 2007 | no | OLNEY, MD|GERMANTOWN, MD | Previous registration |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Wirehouse | Jan 6, 1999 | Jan 2, 2003 | no | FREDERICK, MD | Previous registration |
| -27 |
| Firm change |
| Other |
| L•• F•••••••• L•• | S•••••• W••••• P•••••••• L•• | Oct 2, 2007 | Feb 17, 2016 | 3,060 | Firm change after gap | Other |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | U•••• F•••••••• S••••••• G••••• I••• | Jan 2, 2003 | Jan 17, 2003 | 15 | Firm change | Other |