DFX Intelligence
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Reading the graph
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Advisor at W•••• F•••• A•••••••
SAN DIEGO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| W•••• F•••• A••••••• | Wirehouse | Oct 2, 2025 | n/a | yes | SAN DIEGO, CA | Current employment |
| J••• M••••• S••••••••• L•• | Wirehouse | Sep 26, 2019 | Oct 3, 2025 | no | Bethesda, MD|Washington, DC|SAN DIEGO, CA|POWAY, CA|Washington, DC|Washington, DC|SAN DIEGO, CA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J••• M••••• S••••••••• L•• | W•••• F•••• A••••••• | Oct 3, 2025 | Oct 2, 2025 | -1 | Firm change | Wirehouse to wirehouse |
| U•• F•••••••• S••••••• I••• | J••• M••••• S••••••••• L•• | Sep 25, 2019 | Sep 26, 2019 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:19616:CA:2025-10-03 | Oct 3, 2025 | Oct 2, 2025 | SAN DIEGO, CA | Firm change |
| 8174:79:DC:2019-09-25 | Sep 25, 2019 | Sep 26, 2019 | WASHINGTON, DC | Firm change |
| U•• F•••••••• S••••••• I••• | Wirehouse | Jan 7, 2016 | Sep 25, 2019 | no | WASHINGTON, DC | Previous registration |
| H•••••••• A••••••• C•••• | Other adviser | Jun 4, 2012 | Dec 31, 2014 | no | ARLINGTON, VA | Previous registration |
| 1 |
| Firm change |
| Wirehouse to wirehouse |
| H•••••••• A••••••• C•••• | U•• F•••••••• S••••••• I••• | Dec 31, 2014 | Jan 7, 2016 | 372 | Firm change | Other |