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Advisor at C•••••••
Alexandria, VA
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 |
|---|---|---|---|---|---|---|
| C••••••• | Institutional manager | Feb 27, 2025 | n/a | yes | Alexandria, VA | Current employment |
| C••••••• W••••• M••••••••• I••• | Former SEC adviser | Mar 21, 2019 | Mar 28, 2025 | no | ALEXANDRIA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| C••••••• W••••• M••••••••• I••• | C••••••• | Mar 28, 2025 | Feb 27, 2025 | -29 | Firm change | Other |
| S••• F•••••••• A••••••• | C••••••• W••••• M••••••••• I••• | Feb 8, 2019 | Mar 21, 2019 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152956:175112:VA:2025-03-28 | Mar 28, 2025 | Feb 27, 2025 | ALEXANDRIA, VA | Firm change |
| S••• F•••••••• A••••••• | Former SEC adviser | May 18, 2016 | Feb 8, 2019 | no | MCLEAN, VA | Previous registration |
| V••• F•••••••• A•••••••• I••• | Bd affiliated wealth | Aug 5, 2011 | Aug 28, 2012 | no | TYSONS CORNER, VA | Previous registration |
| 41 |
| Firm change |
| RIA to RIA |
| V••• F•••••••• A•••••••• I••• | S••• F•••••••• A••••••• | Aug 28, 2012 | May 18, 2016 | 1,359 | Firm change after gap | Other |