DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)14 years in industry

A••••• P•••••• M••••

Advisor at C••••••• • C••••••• I•••

MCLEAN, VA

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Search this name across graphsid dfx:ria:802c1c15-b3bc-86bd-2228-36bd3d71801e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 20, 2015 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••••••• • C••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• • C••••••• I•••	Independent wealth	Dec 2, 2022	n/a	yes	MCLEAN, VA	Current employment
C••••••• • C• I••	Former SEC adviser	Feb 20, 2015	Jan 4, 2022	no	MCLEAN, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• • C• I••	C••••••• • C••••••• I•••	Jan 4, 2022	Dec 2, 2022	332	Channel change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
106566:317672:VA:2022-01-04	Jan 4, 2022	Dec 2, 2022	MCLEAN, VA	Firm change

Relationships

Registered with (2)

→ C••••••• • C••••••• I•••Registered adviserregistration: current employment
Dec 2, 2022 to presentfactForm ADV
→ C••••••• • C• I••Registered adviserregistration: previous registration
Feb 20, 2015 to Jan 4, 2022factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Sep 14, 2026
A••••• P•••••• M•••• added a TX registration at C••••••• • C••••••• I•••

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:802c1c15-b3bc-86bd-2228-36bd3d71801e
First observed: Feb 20, 2015
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.