DFX Intelligence

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

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RIA / WealthAdvisor30 years in industry

P•••••• D••••• R•••

Advisor at W•••• I••••••••• A•••••••• L••

Vienna, VA

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Search this name across graphsid dfx:ria:e009e400-a084-28fe-5505-1feaeff355bb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 14, 2003 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: W•••• I••••••••• A•••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: May 13, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• I••••••••• A•••••••• L••	Other adviser	Jul 1, 2024	n/a	yes	Vienna, VA	Current employment
F•••••••• W••••• M••••••••• L••	Former SEC adviser	Sep 27, 2011	Jul 16, 2024	no	RESTON, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• W••••• M••••••••• L••	W•••• I••••••••• A•••••••• L••	Jul 16, 2024	Jul 1, 2024	-15	Firm change	Other
W••••••••• F•••••••• A••••••• C•••	F•••••••• W••••• M••••••••• L••	Sep 15, 2011	Sep 27, 2011

Team moves

••• Locked

Team	Left	Joined	From	Kind
157290:208512:VA:2024-07-10	Jul 16, 2024	Jul 1, 2024	RESTON, VA	Firm change

Relationships

Registered with (5)

→ W•••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Jul 1, 2024 to presentfactForm ADV
→ F•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 27, 2011 to Jul 16, 2024factForm ADV
→ W••••••••• F•••••••• A••••••• C•••Registered adviserregistration: previous registration
Dec 1, 2008 to Sep 15, 2011factForm ADV
→ U•• F•••••••• S••••••• I•••

Dated events

Occurred
Jul 16, 2024
Advisor changed firm
P•••••• D••••• R••• left F•••••••• W••••• M••••••••• L•• for W•••• I••••••••• A•••••••• L•• (registered 2024-07-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e009e400-a084-28fe-5505-1feaeff355bb
First observed: Feb 14, 2003
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.