DFX Intelligence

D•••• B••••• v•• R•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst17 years in industry

D•••• B••••• v•• R•••••

Advisor at S•••• C•••• L•• D•• S•••• C•••• C•••••• L••

CHARLOTTESVILLE, VA

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Search this name across graphsid dfx:ria:a7d0af28-7908-16d1-f4b7-84dbc020cab7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 3, 2008 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: ••• Locked
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 2, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••• C•••• L•• D•• S•••• C•••• C•••••• L••	Independent wealth	May 24, 2022	n/a	yes	CHARLOTTESVILLE, VA	Current employment
U••••• C•••••• F•••••••• A•••••••	Independent wealth	Oct 4, 2013	Mar 14, 2021	no	BETHESDA, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U••••• C•••••• F•••••••• A•••••••	S•••• C•••• L•• D•• S•••• C•••• C•••••• L••	Mar 14, 2021	May 24, 2022	436	Firm change after gap	Ibd to RIA
C••••• S••••• S••••••••• •••• L••	U••••• C•••••• F•••••••• A•••••••	Jun 10, 2011

Relationships

Registered with (3)

→ S•••• C•••• L•• D•• S•••• C•••• C•••••• L••Registered adviserregistration: current employment
May 24, 2022 to presentfactForm ADV
→ U••••• C•••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Oct 4, 2013 to Mar 14, 2021factForm ADV
→ C••••• S••••• S••••••••• •••• L••Registered adviserregistration: previous registration
Oct 3, 2008 to Jun 10, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a7d0af28-7908-16d1-f4b7-84dbc020cab7
First observed: Oct 3, 2008
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.