DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BALTIMORE-WASHINGTON FINANCIAL ADVISORS
COLUMBIA, MD
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 |
|---|---|---|---|---|---|---|
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS | Independent wealth | Aug 25, 2025 | n/a | yes | COLUMBIA, MD | Current employment |
| PROSTATIS FINANCIAL ADVISORS GROUP | Independent wealth | May 13, 2024 | Aug 13, 2025 | no | Hanover, MD | Previous registration |
| SFG WEALTH MANAGEMENT | Independent wealth | Jun 1, 2023 | Apr 23, 2024 | no | TOWSON, MD|Millersville, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROSTATIS FINANCIAL ADVISORS GROUP | BALTIMORE-WASHINGTON FINANCIAL ADVISORS | Aug 13, 2025 | Aug 25, 2025 | 12 | Firm change | RIA to RIA |
| SFG WEALTH MANAGEMENT | PROSTATIS FINANCIAL ADVISORS GROUP | Apr 23, 2024 | May 13, 2024 | 20 | Firm change | RIA to RIA |