DFX Intelligence

R•••••• N••••• R••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner34 years in industry

R•••••• N••••• R••

Advisor at E•••••• F•••••••• E••••••

FAIRFAX, VA

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Search this name across graphsid dfx:ria:9b65dcd6-cdd5-c090-86f1-c3a1e112a88d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 28, 1998 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: E•••••• F•••••••• E••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 13, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• F•••••••• E••••••	Independent wealth	Nov 1, 2018	n/a	yes	FAIRFAX, VA	Current employment
E•••••• F•••••••• S•••••••• L••	Former SEC adviser	Oct 28, 1998	Nov 1, 2018	no	FAIRFAX, VA\|FAIRFAX, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• F•••••••• S•••••••• L••	E•••••• F•••••••• E••••••	Nov 1, 2018	Nov 1, 2018	0	Bulk transfer	Ibd to RIA

Relationships

Registered with (2)

→ E•••••• F•••••••• E••••••Registered adviserregistration: current employment
Nov 1, 2018 to presentfactForm ADV
→ E•••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 28, 1998 to Nov 1, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b65dcd6-cdd5-c090-86f1-c3a1e112a88d
First observed: Oct 28, 1998
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.