DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

M••• A••• W•••••••

Advisor at P••••••••• G••••• A• D••••••• O• P••••••••• W••••• M•••••••••

Arlington, VA | CARMEL, CA

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Search this name across graphsid dfx:ria:d91c0b57-91fe-2a24-e0c5-eaa25433bbe5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 27, 2013 to Sep 15, 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: Jul 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••• G••••• A• D••••••• O• P••••••••• W••••• M•••••••••	Independent wealth	Apr 2, 2016	n/a	yes	Arlington, VA\|CARMEL, CA	Current employment
P••••••••• G••••• A• D••••••• O• P••••••••• W••••• M•••••••••	Independent wealth	Aug 27, 2013	Dec 31, 2015	no	CARMEL, CA

Relationships

Registered with (1)

→ P••••••••• G••••• A• D••••••• O• P••••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Aug 27, 2013 to Dec 31, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d91c0b57-91fe-2a24-e0c5-eaa25433bbe5
First observed: Aug 27, 2013
Last observed: Sep 15, 2026 7 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.