DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

S•••• D••••• D•••••

Advisor at W••••••••• A•••••••

Reston, 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:b398b889-d512-be27-1697-b947d0557653

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 17, 2013 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••••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 9, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• A•••••••	Independent wealth	Jan 4, 2021	n/a	yes	Reston, VA	Current employment
W••••••••• A•••••••	Former SEC adviser	May 27, 2017	Dec 31, 2020	no	POTOMAC, MD\|Reston, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••••• A•••••••	W••••••••• A•••••••	Dec 31, 2020	Jan 4, 2021	4	Bulk transfer	RIA to RIA
C•••••• F•••••••• A•••••••• L••	W••••••••• A•••••••	Jun 2, 2017	May 27, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
153075:168095:VA:2017-06-02	Jun 2, 2017	May 27, 2017	RESTON, VA	Firm change

Relationships

Registered with (5)

→ W••••••••• A•••••••Registered adviserregistration: current employment
Jan 4, 2021 to presentfactForm ADV
→ W••••••••• A•••••••Registered adviserregistration: previous registration
May 27, 2017 to Dec 31, 2020factForm ADV
→ C•••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 30, 2014 to Jun 2, 2017factForm ADV
→ I••••••••• P••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b398b889-d512-be27-1697-b947d0557653
First observed: Jul 17, 2013
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.