DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

D••••• S•••••• C•••

Advisor at C••• F•••••••• D••••••• I•••

VIRGINIA BEACH, VA

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Search this name across graphsid dfx:ria:a90bbd2f-f0c1-05f9-78e1-b6bb78379c61

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 7, 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: C••• F•••••••• D••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 25derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••• F•••••••• D••••••• I•••	Independent wealth	Sep 5, 2001	n/a	yes	VIRGINIA BEACH, VA	Current employment
M••••• R•••••• A••••••• I•••	n/a	May 7, 2002	Dec 2, 2002	no	VIRGINIA BEACH, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• R•••••• A••••••• I•••	n/a	Dec 2, 2002	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ C••• F•••••••• D••••••• I•••Registered adviserregistration: current employment
Sep 5, 2001 to presentfactForm ADV
→ M••••• R•••••• A••••••• I•••Registered adviserregistration: previous registration
May 7, 2002 to Dec 2, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a90bbd2f-f0c1-05f9-78e1-b6bb78379c61
First observed: May 7, 2002
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.