DFX Intelligence
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Advisor at C••• C•••••••
ARLINGTON, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| C••• C••••••• | Independent wealth | Feb 24, 2021 | n/a | yes | ARLINGTON, VA | Current employment |
| I••••• L•• | Independent wealth | Feb 27, 2019 | Dec 17, 2020 | no | WASHINGTON, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| I••••• L•• | C••• C••••••• | Dec 17, 2020 | Feb 24, 2021 | 69 | Firm change | RIA to RIA |
| P••• A••••• S••••••••• L•• | I••••• L•• | Feb 1, 2019 | Feb 27, 2019 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 46173:282863:MD:2019-01-31 | Feb 1, 2019 | Feb 27, 2019 | CHEVY CHASE, MD | Firm change |
| Bd affiliated wealth |
| Sep 7, 2006 |
| Feb 1, 2019 |
| no |
| CHEVY CHASE, MD |
| Previous registration |
| P•••• S••••••••• L•• | No RAUM reported | Oct 6, 2004 | Jul 26, 2006 | no | Hunt Valley, MD|BETHESDA, MD | Previous registration |
| Firm change |
| Ibd to RIA |
| P•••• S••••••••• L•• | P••• A••••• S••••••••• L•• | Jul 26, 2006 | Sep 7, 2006 | 43 | Firm change | Other |