DFX Intelligence

M••••••• R•• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

M••••••• R•• W•••••

Advisor at C••• P•••••••

Arlington, VA | OFALLON, MO

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Search this name across graphsid dfx:ria:76a733f7-69fb-43bd-48f9-de13800d1ed6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Nov 10, 2016 to Sep 15, 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••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••• P•••••••	Independent wealth	Sep 4, 2025	n/a	yes	OFALLON, MO\|Arlington, VA	Current employment
E•••••••	Independent wealth	Nov 6, 2024	Apr 7, 2025	no	Hartford, CA\|NEW YORK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••	C••• P•••••••	Apr 7, 2025	Sep 4, 2025	150	Firm change	RIA to RIA
F••••	E•••••••	Aug 15, 2024	Nov 6, 2024

Relationships

Registered with (5)

→ C••• P•••••••Registered adviserregistration: current employment
Sep 4, 2025 to presentfactForm ADV
→ E•••••••Registered adviserregistration: previous registration
Nov 6, 2024 to Apr 7, 2025factForm ADV
→ F••••Registered adviserregistration: previous registration
May 15, 2019 to Aug 15, 2024factForm ADV
→ C••••••• • C• I••

Dated events

Occurred
Apr 7, 2025
Advisor changed firm
M••••••• R•• W••••• left Ellevest for C••• P••••••• (registered 2025-09-04)
Form ADVobserved 7 days ago
Occurred
Aug 15, 2024
Advisor changed firm
M••••••• R•• W••••• left Facet for Ellevest (registered 2024-11-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:76a733f7-69fb-43bd-48f9-de13800d1ed6
First observed: Nov 10, 2016
Last observed: Sep 15, 2026 7 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.