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

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

E••• T• B••••

Advisor at M•••••• I•••••••••

Alexandria, VA

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Search this name across graphsid dfx:ria:a75017dc-ed9e-1850-a941-8237c2171789

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 18, 2009 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: M•••••• 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: Aug 22, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom 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
M•••••• I•••••••••	I•••••••••_WEALTH	Jul 10, 2023	n/a	yes	Alexandria, VA	Current employment
C••••••• W••••• M••••••••• I•••	Former SEC adviser	Jun 11, 2015	Jul 10, 2023	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
C••••••• W••••• M••••••••• I•••	M•••••• I•••••••••	Jul 10, 2023	Jul 10, 2023	0	Firm change	RIA to RIA
M••••• L••	C••••••• W••••• M••••••••• I•••	Jun 11, 2015

Relationships

Registered with (4)

→ M•••••• I•••••••••Registered adviserregistration: current employment
Jul 10, 2023 to presentfactForm ADV
→ C••••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Jun 11, 2015 to Jul 10, 2023factForm ADV
→ M••••• L••Registered adviserregistration: previous registration
Oct 3, 2014 to Jun 11, 2015factForm ADV
→ V••• F•••••••• A•••••••• I•••

Dated events

Occurred
Jul 10, 2023
Advisor changed firm
E••• T• B•••• left C••••••• W••••• M••••••••• I••• for M•••••• I••••••••• (registered 2023-07-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a75017dc-ed9e-1850-a941-8237c2171789
First observed: Sep 18, 2009
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.