DFX Intelligence

M••• T••••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)22 years in industry

M••• T••••• W•••••

Advisor at C•••••••

Alexandria, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8e46caa-af08-0e24-cd3a-d8a92981f432

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 6, 2004 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•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Apr 6, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Dec 20, 2024	n/a	yes	Alexandria, VA	Current employment
C••••••• W••••• M••••••••• I•••	Former SEC adviser	Feb 8, 2017	Mar 28, 2025	no	ALEXANDRIA, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• W••••• M••••••••• I•••	C•••••••	Mar 28, 2025	Dec 20, 2024	-98	Firm change after gap	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C••••••• W••••• M••••••••• I•••	Oct 23, 2013	Feb 8, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
152956:175112:VA:2025-03-28	Mar 28, 2025	Dec 20, 2024	ALEXANDRIA, VA	Firm change after gap

Relationships

Registered with (6)

→ C•••••••Registered adviserregistration: current employment
Dec 20, 2024 to presentfactForm ADV
→ C••••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Feb 8, 2017 to Mar 28, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
May 29, 2012 to Oct 23, 2013factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Mar 28, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8e46caa-af08-0e24-cd3a-d8a92981f432
First observed: Apr 6, 2004
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.