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Advisor at C••••• I••••••••• A••••••• L••
Columbia, MD | GLEN BURNIE, MD | Suite 362, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| C••••• I••••••••• A••••••• L•• | Bd affiliated wealth | Sep 9, 2025 | n/a | yes | GLEN BURNIE, MD|Columbia, MD|Suite 362, MD|GLEN BURNIE, MD | Current employment |
| A•••••• A••••••• S••••••• | Former SEC adviser | Sep 17, 2020 | Sep 8, 2025 | no |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A•••••• A••••••• S••••••• | C••••• I••••••••• A••••••• L•• | Sep 8, 2025 | Sep 9, 2025 | 1 | Bulk transfer | Ibd to ibd |
| C••••••••• H••• • A••••••••• I•• | A•••••• A••••••• S••••••• | Jun 30, 2020 |
| Previous registration |
| C••••••••• H••• • A••••••••• I•• | Former SEC adviser | Aug 21, 2015 | Jun 30, 2020 | no | GAITHERSBURG, MD | Previous registration |
| A•• G•••• | State registered | Aug 8, 2012 | Sep 19, 2014 | no | CHEVY CHASE, MD | Previous registration |
| A•• A•••• M••••••••• S•••••••• I••• | Former SEC adviser | Aug 22, 2007 | Jun 18, 2012 | no | GAITHERSBURG, MD | Previous registration |
| 79 |
| Firm change |
| RIA to ibd |
| A•• G•••• | C••••••••• H••• • A••••••••• I•• | Sep 19, 2014 | Aug 21, 2015 | 336 | Firm change | Other |
| A•• A•••• M••••••••• S•••••••• I••• | A•• G•••• | Jun 18, 2012 | Aug 8, 2012 | 51 | Firm change | Other |