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.

Current firm

CHEVY CHASE TRUST COMPANY

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 11, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

16derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Aug 11, 2006

First registration

Aug 27, 2007

Dual registered

no

Other names

LOLLY KASSA|LALLY KASSA|LALY KASSA

IAPD individual key

1710530

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e35b3876-9708-e4af-bf18-dc13e54e89ce

First observed

Aug 27, 2007

Last observed

Sep 14, 2026 5 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.