DFX Intelligence

S•••••• F•••••••• K••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst14 years in industry

S•••••• F•••••••• K••••

Advisor at C•••••••• C•••••• M••••••••• I•••

CHEVY CHASE, MD

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Search this name across graphsid dfx:ria:e5b46d14-32cd-5d42-a292-4df194a3aee9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 6, 2023 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•••••••• C•••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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
C•••••••• C•••••• M••••••••• I•••	Independent wealth	Jan 7, 2025	n/a	yes	CHEVY CHASE, MD	Current employment
C•••••••• C•••••• M••••••••• I•••	Independent wealth	Feb 6, 2023	Dec 31, 2024	no	CHEVY CHASE, MD

Relationships

Registered with (1)

→ C•••••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Feb 6, 2023 to Dec 31, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e5b46d14-32cd-5d42-a292-4df194a3aee9
First observed: Feb 6, 2023
Last observed: Sep 14, 2026 9 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.