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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

T•••••• C•••••••• C•••••••

Advisor at E••••••• I••••••••• A•••••••• I•••

WASHINGTON, DC

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Search this name across graphsid dfx:ria:a624ddd6-dc21-7a25-727d-ba121f83431a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 18, 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: E••••••• I••••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 29, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 22derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
E••••••• I••••••••• A•••••••• I•••	Independent wealth	Jun 15, 2004	n/a	yes	WASHINGTON, DC	Current employment
R•••• I••••••••• A••••••• I•••	n/a	Jul 18, 2000	Jun 15, 2004	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• I••••••••• A••••••• I•••	E••••••• I••••••••• A•••••••• I•••	Jun 15, 2004	Jun 15, 2004	0	Firm change	Other

Relationships

Registered with (2)

→ E••••••• I••••••••• A•••••••• I•••Registered adviserregistration: current employment
Jun 15, 2004 to presentfactForm ADV
→ R•••• I••••••••• A••••••• I•••Registered adviserregistration: previous registration
Jul 18, 2000 to Jun 15, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a624ddd6-dc21-7a25-727d-ba121f83431a
First observed: Jul 18, 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.