DFX Intelligence

I•••• D•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)17 years in industry

I•••• D•••

Advisor at I••••••••• F•••••••• G••••• L••

North Bethesda, MD

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Search this name across graphsid dfx:ria:db54a6e5-7089-8000-767d-475b0c97d1ac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 29, 2010 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: I••••••••• F•••••••• G••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• F•••••••• G••••• L••	Bd affiliated wealth	Jan 20, 2025	n/a	yes	North Bethesda, MD	Current employment
P•••••••• F•••••••• A•••••••	I•••••••••_WEALTH	Mar 29, 2010	Jan 11, 2022	no	CHEVY CHASE, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• F•••••••• A•••••••	I••••••••• F•••••••• G••••• L••	Jan 11, 2022	Jan 20, 2025	1,105	Firm change after gap	RIA to ibd

Relationships

Registered with (2)

→ I••••••••• F•••••••• G••••• L••Registered adviserregistration: current employment
Jan 20, 2025 to presentfactForm ADV
→ P•••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Mar 29, 2010 to Jan 11, 2022factForm ADV

Dated events

Occurred
Jan 11, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db54a6e5-7089-8000-767d-475b0c97d1ac
First observed: Mar 29, 2010
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.