DFX Intelligence

Data Factory

RIA / WealthAdvisor22 years in industry

ANGEL IRAZOLA

Advisor at WEST FINANCIAL SERVICES, INC.

MCLEAN, 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:b6d7ab20-e681-9317-6607-74cbdad9fa68

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 13, 2004 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: WEST FINANCIAL SERVICES, INC.
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: Oct 31, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 31, 2003
First registration: Oct 13, 2004
Dual registered: no
IAPD individual key: 4405541

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
WEST FINANCIAL SERVICES, INC.	Independent wealth	Feb 9, 2023	n/a	yes	MCLEAN, VA	Current employment
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jan 3, 2020	Jan 6, 2023	no	McLean, VA\|Vienna, VA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Nov 20, 2013	Sep 4, 2019	no	WASHINGTON, DC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 13, 2004	Oct 7, 2013	no	WASHINGTON, DC\|WASHINGTON, DC	Previous registration

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
MML INVESTORS SERVICES, LLC	WEST FINANCIAL SERVICES, INC.	Jan 6, 2023	Feb 9, 2023	34	Firm change	Ibd to RIA
UBS FINANCIAL SERVICES INC.	MML INVESTORS SERVICES, LLC	Sep 4, 2019	Jan 3, 2020	121	Firm change	Wirehouse to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	UBS FINANCIAL SERVICES INC.	Oct 7, 2013	Nov 20, 2013	44	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ WEST FINANCIAL SERVICES, INC.Registered adviserregistration: current employment
Feb 9, 2023 to presentfactForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jan 3, 2020 to Jan 6, 2023factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Nov 20, 2013 to Sep 4, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 13, 2004 to Oct 7, 2013factForm ADV

Dated events

Occurred
Jan 6, 2023
Advisor changed firm
Angel Irazola left Mml Investors Services, Llc for West Financial Services, Inc. (registered 2023-02-09)
Form ADVobserved 5 days ago