DFX Intelligence

G•••••• D••• M••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

G•••••• D••• M••••••••

Advisor at P•••••• W••••• A•••••••• L•••

RESTON, VA

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Search this name across graphsid dfx:ria:83ad5c5e-82b7-620f-48f9-6a0e3a305c17

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 1
Observed: Jul 27, 2005 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

G•••••• D••• M••••••••

Private equity principal · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: P•••••• W••••• A•••••••• L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 22, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• W••••• A•••••••• L•••	Independent wealth	Apr 25, 2014	n/a	yes	RESTON, VA	Current employment
P•••••• W••••• A•••••••• L•••	Independent wealth	Jan 22, 2013	Apr 23, 2014	no	RESTON, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• W••••• M••••••••• L••	P•••••• W••••• A•••••••• L•••	Dec 31, 2012	Jan 22, 2013	22	Firm change	Other
L•••• M•• • A••••••••• L••	P•••••• W••••• M••••••••• L••	May 21, 2012	Jun 27, 2012

Relationships

Registered with (5)

→ P•••••• W••••• A•••••••• L•••Registered adviserregistration: previous registration
Jan 22, 2013 to Apr 23, 2014factForm ADV
→ P•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 27, 2012 to Dec 31, 2012factForm ADV
→ L•••• M•• • A••••••••• L••Registered adviserregistration: previous registration
Jan 9, 2008 to May 21, 2012factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:83ad5c5e-82b7-620f-48f9-6a0e3a305c17
First observed: Jul 27, 2005
Last observed: Sep 14, 2026 9 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.