DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

N••••••• V•••••• M••••••

Advisor at C•••••••

Ashburn, VA

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Search this name across graphsid dfx:ria:9d1d97e2-d780-a69f-fb20-2b6be585f69c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 15, 2019 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•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Nov 21, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Mar 20, 2023	n/a	yes	Ashburn, VA	Current employment
D• W••••• S••••••• L••	Independent wealth	Jun 4, 2021	Apr 12, 2023	no	NEW YORK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D• W••••• S••••••• L••	C•••••••	Apr 12, 2023	Mar 20, 2023	-23	Firm change	Other
C•••••• A•••• M••••••••• L••	D• W••••• S••••••• L••	Apr 19, 2021	Jun 4, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
282298:288566:VA:2020-06-16	Jun 16, 2020	Jun 16, 2020	RESTON, VA	Firm change

Relationships

Registered with (4)

→ C•••••••Registered adviserregistration: current employment
Mar 20, 2023 to presentfactForm ADV
→ D• W••••• S••••••• L••Registered adviserregistration: previous registration
Jun 4, 2021 to Apr 12, 2023factForm ADV
→ C•••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Jun 16, 2020 to Apr 19, 2021factForm ADV
→ P••••••••• P•••••••• L••

Dated events

Occurred
Apr 12, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9d1d97e2-d780-a69f-fb20-2b6be585f69c
First observed: Jan 15, 2019
Last observed: Sep 14, 2026 9 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.