K•••• P• P•••••

Advisor at X•• F•••••••• G••••

BETHESDA, MD | Kensington, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:90a647b0-b295-ed2c-f5d2-939b92b72810

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 14, 2006 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: X•• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 10, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
X•• F•••••••• G••••	Independent wealth	Oct 1, 2016	n/a	yes	BETHESDA, MD\|Kensington, MD	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Aug 14, 2006	Oct 13, 2016	no	ROCKVILLE, MD\|ROCKVILLE, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	X•• F•••••••• G••••	Oct 13, 2016	Oct 1, 2016	-12	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:284987:MD:2016-10-13	Oct 13, 2016	Oct 1, 2016	ROCKVILLE, MD	Firm change

Relationships

Registered with (2)

→ X•• F•••••••• G••••Registered adviserregistration: current employment
Oct 1, 2016 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Aug 14, 2006 to Oct 13, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90a647b0-b295-ed2c-f5d2-939b92b72810
First observed: Aug 14, 2006
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.