DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

G•• R••••• X• M••••••••

Advisor at W••••••••• F•••••••• S•••••••• L••

SPRINGFIELD, VA | Palm Coast, FL

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Search this name across graphsid dfx:ria:8c35ee4f-1566-3d6e-0417-8e8c932aef5f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 2, 2000 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: W••••••••• F•••••••• S•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 11, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• F•••••••• S•••••••• L••	Independent wealth	Sep 3, 2014	n/a	yes	SPRINGFIELD, VA\|Palm Coast, FL	Current employment
C•••••• I••••••••• A•••••••	Independent wealth	Jan 2, 2000	Sep 2, 2014	no	BETHESDA, MD\|WASHINGTON, DC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• I••••••••• A•••••••	W••••••••• F•••••••• S•••••••• L••	Sep 2, 2014	Sep 3, 2014	1	Firm change	Other

Relationships

Registered with (2)

→ W••••••••• F•••••••• S•••••••• L••Registered adviserregistration: current employment
Sep 3, 2014 to presentfactForm ADV
→ C•••••• I••••••••• A•••••••Registered adviserregistration: previous registration
Jan 2, 2000 to Sep 2, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c35ee4f-1566-3d6e-0417-8e8c932aef5f
First observed: Jan 2, 2000
Last observed: Sep 15, 2026 8 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.