DFX Intelligence
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Reading the graph
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Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Kensington, MD
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 |
|---|---|---|---|---|---|---|
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Bd affiliated wealth | Nov 4, 2025 | n/a | yes | Kensington, MD | Current employment |
| L•• F•••••••• L•• | Bd affiliated wealth | Jun 9, 2021 | Nov 6, 2025 | no | LEESBURG, VA|LAUREL, MD|LARGO, MD|CHAMBERSBURG, PA|CHAMBERSBURG, PA|ASHLAND, VA|FREDERICK, MD|WHEATON, MD|HAGERSTOWN, MD|BEDFORD, PA|WILLIAMSPORT, MD|EVERETT, PA|BUFFALO, NY|MERCERSBURG, PA|ROARING SPRING, PA|GLEN ALLEN, VA|BUFFALO, NY|LEESBURG, VA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| L•• F•••••••• L•• | R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Nov 6, 2025 | Nov 4, 2025 | -2 | Firm change | Ibd to ibd |
| M•• S••••••••• I••• | L•• F•••••••• L•• | Jun 9, 2021 | Jun 9, 2021 |
| Previous registration |
| M•• S••••••••• I••• | n/a | Oct 8, 2014 | Jun 9, 2021 | no | WILKES-BARRE, PA|WASHINGTON, DC|ARLINGTON, VA|FALLSVIEW, VA|BUFFALO, NY|Leesburg, VA|WASHINGTON, DC|WASHINGTON, DC|GREENBELT, MD|COLLEGE PARK, MD|WASHINGTON, DC|WASHINGTON, DC|MCLEAN, VA|WASHINGTON, DC|WASHINGTON, DC|BOWIE, MD|RICHMOND, VA|OLNEY, MD|GAITHERSBURG, MD|SILVER SPRING, MD|OLNEY, MD|GAITHERSBURG, MD|Williamsport, PA|SILVER SPRING, MD|WHEATON, MD|DAMASCUS, MD|WILLIAMSPORT, MD|FREDERICK, MD|WOODBRIDGE, VA|ANNANDALE, VA|GLEN ALLEN, VA|BOWIE, MD|FALLS CHURCH, VA|VIENNA, VA|LOYSBURG, PA|PHILIPSBURG, PA|EVERETT, PA|ALEXANDRIA, VA|ARLINGTON, VA|FAIRFAX, VA|LARGO, MD|FAIRFAX, VA|HAGERSTOWN, MD|MECHANICSVILLE, VA|LAUREL, MD|ALEXANDRIA, VA|BELLEFONTE, PA|BEDFORD, PA|MCLEAN, VA|COLLEGE PARK, MD|RICHMOND, VA|LARGO, MD|WHEATON, MD|ASHLAND, VA|GLEN ALLEN, VA|MECHANICSVILLE, VA|WILKES-BARRE, PA|Buffalo, NY|Buffalo, NY|BALTIMORE, MD|MERCERSBURG, PA|CHAMBERSBURG, PA|CHAMBERSBURG, PA|ASHLAND, VA | Previous registration |
| S••••••• I••••••••• S•••••••• I••• | Former SEC adviser | Aug 31, 2009 | Sep 29, 2014 | no | LAUREL, MD|LAUREL, MD|WASHINGTON, DC | Previous registration |
| M•• I•••••••• S•••••••• L•• | Bd affiliated wealth | Jun 16, 2009 | Sep 2, 2009 | no | Rockville, MD | Previous registration |
| B••• O• A•••••• I••••••••• S•••••••• I••• | n/a | Feb 5, 2008 | Feb 9, 2009 | no | WASHINGTON, DC|ROCKVILLE, MD | Previous registration |
| C•••••••• G••••• M•••••• I••• | Bd affiliated wealth | May 29, 2007 | Feb 27, 2008 | no | WASHINGTON, DC|FAIRFAX, VA|Washington, DC | Previous registration |
| C••••••• I••••••••• S••••••• | n/a | Sep 15, 2005 | May 29, 2007 | no | FAIRFAX, VA|WASHINGTON, DC|WASHINGTON, DC|WASHINGTON, DC | Previous registration |
| S••••••• I••••••••• S•••••••• I••• | Former SEC adviser | Jun 26, 2002 | Sep 8, 2005 | no | VIENNA, VA | Previous registration |
| 0 |
| Bulk transfer |
| Other |
| S••••••• I••••••••• S•••••••• I••• | M•• S••••••••• I••• | Sep 29, 2014 | Oct 8, 2014 | 9 | Firm change | Other |
| M•• I•••••••• S•••••••• L•• | S••••••• I••••••••• S•••••••• I••• | Sep 2, 2009 | Aug 31, 2009 | -2 | Firm change | Other |
| B••• O• A•••••• I••••••••• S•••••••• I••• | M•• I•••••••• S•••••••• L•• | Feb 9, 2009 | Jun 16, 2009 | 127 | Firm change | Other |
| C•••••••• G••••• M•••••• I••• | B••• O• A•••••• I••••••••• S•••••••• I••• | Feb 27, 2008 | Feb 5, 2008 | -22 | Firm change | Other |
| C••••••• I••••••••• S••••••• | C•••••••• G••••• M•••••• I••• | May 29, 2007 | May 29, 2007 | 0 | Bulk transfer | Other |
| S••••••• I••••••••• S•••••••• I••• | C••••••• I••••••••• S••••••• | Sep 8, 2005 | Sep 15, 2005 | 7 | Firm change | Other |