S••••• E• O••••

Advisor at W•••• I••••••••• A•••••••• L••

Vienna, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a6685e0c-1387-38ac-2897-1b0feae7069e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 19, 2002 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: W•••• I••••••••• A•••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: May 26, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• I••••••••• A•••••••• L••	Other adviser	Jul 2, 2024	n/a	yes	Vienna, VA	Current employment
F•••••••• W••••• M••••••••• L••	Former SEC adviser	Nov 19, 2020	Jul 10, 2024	no	RESTON, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• W••••• M••••••••• L••	W•••• I••••••••• A•••••••• L••	Jul 10, 2024	Jul 2, 2024	-8	Firm change	Other
C•••••• S••••••••• M••••••••• I•••	F•••••••• W••••• M••••••••• L••	Jan 9, 2020	Nov 19, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
157290:208512:VA:2024-07-10	Jul 10, 2024	Jul 2, 2024	RESTON, VA	Firm change

Relationships

Registered with (3)

→ W•••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Jul 2, 2024 to presentfactForm ADV
→ F•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 19, 2020 to Jul 10, 2024factForm ADV
→ C•••••• S••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Mar 19, 2002 to Jan 9, 2020factForm ADV

Dated events

Occurred
Jul 10, 2024
Advisor changed firm
S••••• E• O•••• left F•••••••• W••••• M••••••••• L•• for W•••• I••••••••• A•••••••• L•• (registered 2024-07-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a6685e0c-1387-38ac-2897-1b0feae7069e
First observed: Mar 19, 2002
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.