DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

A••••• A••• A••••

Advisor at C•••• C•••• T•••• C••••••

BETHESDA, MD

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Search this name across graphsid dfx:ria:7661c59f-4385-fdc4-5f56-f2c54c67d085

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

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2002 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: C•••• C•••• T•••• C••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Oct 17, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• C•••• T•••• C••••••	Mixed wealth	Nov 23, 2005	n/a	yes	BETHESDA, MD	Current employment
A•••• M••••••••• I••	n/a	Jan 1, 2002	Nov 22, 2005	no	C•••• C••••, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• M••••••••• I••	C•••• C•••• T•••• C••••••	Nov 22, 2005	Nov 23, 2005	1	Firm change	Other

Relationships

Registered with (2)

→ C•••• C•••• T•••• C••••••Registered adviserregistration: current employment
Nov 23, 2005 to presentfactForm ADV
→ A•••• M••••••••• I••Registered adviserregistration: previous registration
Jan 1, 2002 to Nov 22, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7661c59f-4385-fdc4-5f56-f2c54c67d085
First observed: Jan 1, 2002
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.