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

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RIA / WealthAdvisorChartered Financial Consultant10 years in industry

A•• T•• N•••••

Advisor at E•••••• W••••• M••••••••• L••

ARLINGTON, VA

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Search this name across graphsid dfx:ria:6f690665-bbfa-f26e-8f79-f66ea85a0c0a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 14, 2022 to Sep 14, 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: E•••••• W••••• M••••••••• 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: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom 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
E•••••• W••••• M••••••••• L••	Independent wealth	Jan 2, 2025	n/a	yes	ARLINGTON, VA	Current employment
D••••••	Independent wealth	Aug 1, 2022	Nov 22, 2024	no	JACKSONVILLE, FL\|PHOENIX, AZ

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
D••••••	E•••••• W••••• M••••••••• L••	Nov 22, 2024	Jan 2, 2025	41	Firm change	RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	D••••••	Mar 3, 2022

Relationships

Registered with (3)

→ E•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ D••••••Registered adviserregistration: previous registration
Aug 1, 2022 to Nov 22, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 14, 2022 to Mar 3, 2022factForm ADV

Dated events

Occurred
Nov 22, 2024
Advisor changed firm
A•• T•• N••••• left Dynamic for E•••••• W••••• M••••••••• L•• (registered 2025-01-02)
Form ADVobserved 7 days ago
Occurred
Mar 3, 2022
Advisor changed firm
A•• T•• N••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for Dynamic (registered 2022-08-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6f690665-bbfa-f26e-8f79-f66ea85a0c0a
First observed: Jan 14, 2022
Last observed: Sep 14, 2026 8 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.