DFX Intelligence

W•••••• M•••••• C••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor33 years in industry

W•••••• M•••••• C••••••

Advisor at M•••• I••••••••• A••••••• S••••••• I••

RESTON, VA

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Search this name across graphsid dfx:ria:8f5b3fe1-afd3-66a6-59f0-317163d14244

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 2, 2013 to Sep 14, 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: M•••• I••••••••• A••••••• S••••••• I••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Feb 8, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• I••••••••• A••••••• S••••••• I••	Mixed wealth	Jul 20, 2018	n/a	yes	RESTON, VA	Current employment
C••••••••• C••••••••• A••••••• S••••••••	Independent wealth	Dec 22, 2015	Mar 25, 2017	no	Cleveland, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• C••••••••• A••••••• S••••••••	M•••• I••••••••• A••••••• S••••••• I••	Mar 25, 2017	Jul 20, 2018	482	Firm change after gap	Other
L•••••••• P•••••• I••••••••• A••••••• G••••	C••••••••• C••••••••• A••••••• S••••••••	Dec 8, 2015

Relationships

Registered with (3)

→ M•••• I••••••••• A••••••• S••••••• I••Registered adviserregistration: current employment
Jul 20, 2018 to presentfactForm ADV
→ C••••••••• C••••••••• A••••••• S••••••••Registered adviserregistration: previous registration
Dec 22, 2015 to Mar 25, 2017factForm ADV
→ L•••••••• P•••••• I••••••••• A••••••• G••••Registered adviserregistration: previous registration
Apr 2, 2013 to Dec 8, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8f5b3fe1-afd3-66a6-59f0-317163d14244
First observed: Apr 2, 2013
Last observed: Sep 14, 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.