DFX Intelligence

A••• M••••••• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

A••• M••••••• H•••••

Advisor at P•••••••

VIENNA, VA

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Search this name across graphsid dfx:ria:c1cef235-f289-2f22-2b6d-10e5925418dd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Jul 8, 1997 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

A••• M••••••• H•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 20, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••••	Independent wealth	Jan 28, 2011	n/a	yes	VIENNA, VA	Current employment
M••••• S••••••	Wirehouse	Jun 1, 2009	Feb 7, 2011	no	Alexandria, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	P•••••••	Feb 7, 2011	Jan 28, 2011	-10	Firm change	Other
C•••••••• G••••• M•••••• I•••	M••••• S••••••	Jun 1, 2009	Jun 1, 2009

Relationships

Registered with (5)

→ P•••••••Registered adviserregistration: current employment
Jan 28, 2011 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Feb 7, 2011factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Jan 20, 2006 to Jun 1, 2009factForm ADV
→ W•••• F•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c1cef235-f289-2f22-2b6d-10e5925418dd
First observed: Jul 8, 1997
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.