I•••••• M••••••

Advisor at A•••• A•••• M••••••••• I•••

FALLS CHURCH, 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:d9b444a0-f934-e05e-7c4f-b38d36235f23

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 27, 2014 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: A•••• A•••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 21, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• A•••• M••••••••• I•••	Independent wealth	Jan 24, 2019	n/a	yes	FALLS CHURCH, VA	Current employment
A•• F•••••••• W••••• M••••••••• L••	Independent wealth	Sep 27, 2018	Dec 18, 2018	no	LEESBURG, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•• F•••••••• W••••• M••••••••• L••	A•••• A•••• M••••••••• I•••	Dec 18, 2018	Jan 24, 2019	37	Firm change	RIA to RIA
S•••••••• I••••••••• M•••••••••	A•• F•••••••• W••••• M••••••••• L••	Mar 8, 2018	Apr 28, 2018

Relationships

Registered with (5)

→ A•••• A•••• M••••••••• I•••Registered adviserregistration: current employment
Jan 24, 2019 to presentfactForm ADV
→ A•• F•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 27, 2018 to Dec 18, 2018factForm ADV
→ S•••••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Jan 27, 2017 to Mar 8, 2018factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d9b444a0-f934-e05e-7c4f-b38d36235f23
First observed: Oct 27, 2014
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.