DFX Intelligence

M••• V•••••• S•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor32 years in industry

M••• V•••••• S•••

Advisor at W• W••••• M••••••••• L••

WASHINGTON, VA

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Search this name across graphsid dfx:ria:917e9ec7-16fc-19c8-41f6-65ea74fbdb7b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 8, 2008 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: W• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 13, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W• W••••• M••••••••• L••	State registered	Jan 1, 2026	n/a	yes	WASHINGTON, VA	Current employment
W• W••••• M••••••••• L••	State registered	Jul 23, 2013	Dec 31, 2025	no	WASHINGTON, VA\|Washington, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••• C•••••• A•••••••• L••	W• W••••• M••••••••• L••	Jul 18, 2013	Jul 23, 2013	5	Firm change	Other
S••••••• C•••••• M••••••••• L••	B••••••• C•••••• A•••••••• L••	Dec 31, 2008	Feb 5, 2009

Relationships

Registered with (3)

→ W• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 23, 2013 to Dec 31, 2025factForm ADV
→ B••••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 5, 2009 to Jul 18, 2013factForm ADV
→ S••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 8, 2008 to Dec 31, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:917e9ec7-16fc-19c8-41f6-65ea74fbdb7b
First observed: Sep 8, 2008
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.