DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Advisor at W•••• F•••• A•••••••
HUNT VALLEY, MD | BETHESDA, 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 |
|---|---|---|---|---|---|---|
| W•••• F•••• A••••••• | Wirehouse | Jul 25, 2022 | n/a | yes | HUNT VALLEY, MD|BETHESDA, MD | Current employment |
| U•• F•••••••• S••••••• I••• | Wirehouse | Mar 10, 2014 | Jun 8, 2022 | no | HUNT VALLEY, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U•• F•••••••• S••••••• I••• | W•••• F•••• A••••••• | Jun 8, 2022 | Jul 25, 2022 | 47 | Firm change | Wirehouse to wirehouse |
| F•••••• B•••• W••••• L•• | U•• F•••••••• S••••••• I••• | Jun 18, 2008 | Mar 10, 2014 |
| F•••••• B•••• W••••• L•• | n/a | May 10, 2005 | Jun 18, 2008 | no | TOWSON, MD|TOWSON, MD | Previous registration |
| L••• M•••• W••• W•••••• I••••••••• | n/a | Jul 9, 2001 | Feb 8, 2005 | no | BALTIMORE, MD | Previous registration |
| 2,091 |
| Firm change after gap |
| Other |
| L••• M•••• W••• W•••••• I••••••••• | F•••••• B•••• W••••• L•• | Feb 8, 2005 | May 10, 2005 | 91 | Firm change | Other |