DFX Intelligence

C•••••• R• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

C•••••• R• S•••••••

Advisor at D•••••••••

TYSONS, VA

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Search this name across graphsid dfx:ria:e73b2578-1149-b160-4d66-ad8eff4a1df2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 21, 2008 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: D•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••••••••	State registered	Jul 15, 2020	n/a	yes	TYSONS, VA	Current employment
C••••• A••••••• L••	Former SEC adviser	Aug 16, 2019	Nov 11, 2019	no	FALLS CHURCH, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• A••••••• L••	D•••••••••	Nov 11, 2019	Jul 15, 2020	247	Firm change	Ibd to state RIA
D•••••••••	C••••• A••••••• L••	Dec 31, 2016	Aug 16, 2019

Relationships

Registered with (2)

→ D•••••••••Registered adviserregistration: previous registration
Nov 21, 2008 to Dec 31, 2016factForm ADV
→ C••••• A••••••• L••Registered adviserregistration: previous registration
Aug 16, 2019 to Nov 11, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e73b2578-1149-b160-4d66-ad8eff4a1df2
First observed: Nov 21, 2008
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.