DFX Intelligence
Reading the graph
Reading the graph
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Advisor at G•••• J••••••• W••••• A•••••••
••• Locked
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 |
|---|---|---|---|---|---|---|
| M••••• G••••• A••••••• I••• | Independent wealth | Jan 7, 2026 | n/a | yes | DENVER, CO|Rockville, MD | Current employment |
| G•••• J••••••• W••••• A••••••• | Independent wealth | Nov 9, 2011 | n/a | yes | ROCKVILLE, MD | Current employment |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• | G•••• J••••••• W••••• A••••••• | Nov 1, 2011 | Nov 9, 2011 | 8 | Firm change | Other |
| M•••••••• A••••••• S•••••••• L•• | N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• | Dec 2, 2009 |
| N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• |
| Former SEC adviser |
| Dec 1, 2009 |
| Nov 1, 2011 |
| no |
| MONTGOMERY VILLAGE, MD|HUNT VALLEY, MD |
| Previous registration |
| M•••••••• A••••••• S•••••••• L•• | n/a | Feb 10, 2000 | Dec 2, 2009 | no | MONTGOMERY VILLAGE, MD | Previous registration |
| -1 |
| Firm change |
| Other |