DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

V••••••• A••• K•••••

Advisor at W•••• F•••• A•••••••

BETHESDA, MD | CULPEPER, VA

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Search this name across graphsid dfx:ria:738697df-3e27-1938-0443-f00f1cad998f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Mar 10, 2014 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Apr 9, 2026	n/a	yes	BETHESDA, MD\|CULPEPER, VA	Current employment
S•••••• P••••••• I••••••••• A•••••••• L••	Bd affiliated wealth	Mar 15, 2024	Apr 16, 2026	no	CULPEPER, VA\|STAMFORD, CT\|RIXEYVILLE, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• P••••••• I••••••••• A•••••••• L••	W•••• F•••• A•••••••	Apr 16, 2026	Apr 9, 2026	-7	Firm change	Ibd to wirehouse
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	S•••••• P••••••• I••••••••• A•••••••• L••	Mar 15, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:283004:VA:2024-03-15	Mar 15, 2024	Mar 15, 2024	CULPEPER, VA	Firm change

Relationships

Registered with (4)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Apr 9, 2026 to presentfactForm ADV
→ S•••••• P••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 15, 2024 to Apr 16, 2026factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Mar 24, 2021 to Mar 15, 2024factForm ADV
→ P••••••• W••••• M•••••••••

Dated events

Occurred
Apr 16, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 15, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:738697df-3e27-1938-0443-f00f1cad998f
First observed: Mar 10, 2014
Last observed: Sep 14, 2026 9 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.