DFX Intelligence

L••• M•••• B•••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor26 years in industry

L••• M•••• B•••••••

Advisor at C•••••• P•••••• W••••• G•••• L••

VIENNA, VA

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:92819035-0e25-4839-679c-9d89369200a9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 12, 2002 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: C•••••• P•••••• W••••• G•••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 13, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• P•••••• W••••• G•••• L••	Independent wealth	Jul 14, 2016	n/a	yes	VIENNA, VA	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Aug 12, 2002	Jul 14, 2016	no	Vienna, VA\|VIENNA, VA\|VIENNA, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	C•••••• P•••••• W••••• G•••• L••	Jul 14, 2016	Jul 14, 2016	0	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:283257:VA:2016-07-12	Jul 14, 2016	Jul 14, 2016	VIENNA, VA	Firm change

Relationships

Registered with (2)

→ C•••••• P•••••• W••••• G•••• L••Registered adviserregistration: current employment
Jul 14, 2016 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 12, 2002 to Jul 14, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:92819035-0e25-4839-679c-9d89369200a9
First observed: Aug 12, 2002
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.