DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

B•••• A•••••••• A•••••••••

Advisor at C••••••••• W•••••• L••

HERNDON, VA

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Search this name across graphsid dfx:ria:de44c2fd-c924-9456-bfa3-690a54737025

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 29, 2017 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: C••••••••• W•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• W•••••• L••	State registered	Sep 3, 2026	n/a	yes	HERNDON, VA	Current employment
C••••••• P•••••••	Independent wealth	Oct 21, 2024	Nov 7, 2025	no	OVERLAND PARK, KS\|McLean, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• P•••••••	C••••••••• W•••••• L••	Nov 7, 2025	Sep 3, 2026	300	Firm change	RIA to state RIA
M••••• G••••• A••••••• I•••	C••••••• P•••••••	Jul 10, 2024	Oct 21, 2024

Relationships

Registered with (5)

→ C••••••••• W•••••• L••Registered adviserregistration: current employment
Sep 3, 2026 to presentfactForm ADV
→ C••••••• P•••••••Registered adviserregistration: previous registration
Oct 21, 2024 to Nov 7, 2025factForm ADV
→ M••••• G••••• A••••••• I•••Registered adviserregistration: previous registration
Jan 15, 2019 to Jul 10, 2024factForm ADV
→ B••••••••• W••••• M•••••••••

Dated events

Occurred
Nov 7, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jul 10, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de44c2fd-c924-9456-bfa3-690a54737025
First observed: Mar 29, 2017
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.