DFX Intelligence

G••••••• H•••••• C•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant31 years in industry

G••••••• H•••••• C•••••

Advisor at C••• S••••• P•••••••

Leesburg, VA | RICHMOND, VA

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Search this name across graphsid dfx:ria:9552bb32-ed1e-b718-d9b1-25b1204b9d06

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 11, 2010 to Sep 15, 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••• S••••• P•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 7, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••• S••••• P•••••••	Bd affiliated wealth	Nov 21, 2023	n/a	yes	Leesburg, VA\|RICHMOND, VA	Current employment
E•••••• F•••••••• E••••••	Independent wealth	Nov 1, 2018	Feb 24, 2023	no	FAIRFAX, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• F•••••••• E••••••	C••• S••••• P•••••••	Feb 24, 2023	Nov 21, 2023	270	Firm change	RIA to ibd
E•••••• F•••••••• S•••••••• L••	E•••••• F•••••••• E••••••	Nov 1, 2018	Nov 1, 2018

Relationships

Registered with (4)

→ C••• S••••• P•••••••Registered adviserregistration: current employment
Nov 21, 2023 to presentfactForm ADV
→ E•••••• F•••••••• E••••••Registered adviserregistration: previous registration
Nov 1, 2018 to Feb 24, 2023factForm ADV
→ E•••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 3, 2016 to Nov 1, 2018factForm ADV
→ S•••••••• A••••••• L••

Dated events

Occurred
Feb 24, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9552bb32-ed1e-b718-d9b1-25b1204b9d06
First observed: Aug 11, 2010
Last observed: Sep 15, 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.