DFX Intelligence

D••••• T••••• T•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

D••••• T••••• T•••••••

Advisor at C•••••• W••••• P•••••••

ABINGDON, VA

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Search this name across graphsid dfx:ria:9f74b9c6-e2d8-bf79-33f1-f3f685012f73

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 6, 2000 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•••••• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• W••••• P•••••••	Independent wealth	Dec 7, 2020	n/a	yes	ABINGDON, VA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Oct 6, 2000	Dec 4, 2020	no	CHARLOTTESVILLE, VA\|CHARLOTTESVILLE, VA\|CHARLOTTESVILLE, VA\|CHARLOTTESVILLE, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C•••••• W••••• P•••••••	Dec 4, 2020	Dec 7, 2020	3	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ C•••••• W••••• P•••••••Registered adviserregistration: current employment
Dec 7, 2020 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 6, 2000 to Dec 4, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f74b9c6-e2d8-bf79-33f1-f3f685012f73
First observed: Oct 6, 2000
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.