DFX Intelligence

A•••••• B•••• O••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor28 years in industry

A•••••• B•••• O••

Advisor at P••••••• W••••• M••••••••• L••

Nottingham, MD

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Search this name across graphsid dfx:ria:9aaba62c-3d6a-982c-cd82-337826284be1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 14, 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: P••••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• W••••• M••••••••• L••	State registered	Jan 9, 2026	n/a	yes	Nottingham, MD	Current employment
P••••••• W••••• M••••••••• L••	State registered	Jan 6, 2017	Dec 31, 2025	no	Nottingham, MD	Previous registration

Relationships

Registered with (1)

→ P••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 6, 2017 to Dec 31, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9aaba62c-3d6a-982c-cd82-337826284be1
First observed: Oct 14, 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.