DFX Intelligence

E••• C•••••• S••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

E••• C•••••• S••••••••

Advisor at A•••• P•••••• W•••••• L••

ASHBURN, VA

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Search this name across graphsid dfx:ria:90da69f7-2247-cee3-44b3-e4a49491ea43

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 1, 2005 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: A•••• P•••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 31, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• P•••••• W•••••• L••	Independent wealth	Oct 1, 2021	n/a	yes	ASHBURN, VA	Current employment
W•••• F•••• A•••••••	Wirehouse	Feb 20, 2009	Oct 14, 2021	no	MCLEAN, VA\|LEESBURG, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	A•••• P•••••• W•••••• L••	Oct 14, 2021	Oct 1, 2021	-13	Firm change	Wirehouse to new firm
U•• F•••••••• S••••••• I•••	W•••• F•••• A•••••••	Mar 4, 2009	Feb 20, 2009

Relationships

Registered with (3)

→ A•••• P•••••• W•••••• L••Registered adviserregistration: current employment
Oct 1, 2021 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 20, 2009 to Oct 14, 2021factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Sep 1, 2005 to Mar 4, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90da69f7-2247-cee3-44b3-e4a49491ea43
First observed: Sep 1, 2005
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.