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L•••• D•••••• E••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor24 years in industry

L•••• D•••••• E••••••

Advisor at C••••••••• A•••• M••••••••• G•••• L••

FAIRFAX, VA

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Search this name across graphsid dfx:ria:f5bf9824-05f4-6ad0-3aa7-e091554ab549

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 7, 2003 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••••••••• A•••• M••••••••• G•••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 30, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• A•••• M••••••••• G•••• L••	State registered	Aug 30, 2011	n/a	yes	FAIRFAX, VA	Current employment
F•••••• A••••••• S•••••••• L••	Former SEC adviser	Dec 1, 2006	Sep 22, 2011	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••• A••••••• S•••••••• L••	C••••••••• A•••• M••••••••• G•••• L••	Sep 22, 2011	Aug 30, 2011	-23	Firm change	Other
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••	F•••••• A••••••• S•••••••• L••	Nov 10, 2006

Relationships

Registered with (4)

→ C••••••••• A•••• M••••••••• G•••• L••Registered adviserregistration: current employment
Aug 30, 2011 to presentfactForm ADV
→ F•••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Dec 1, 2006 to Sep 22, 2011factForm ADV
→ N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••Registered adviserregistration: previous registration
Feb 23, 2004 to Nov 10, 2006factForm ADV
→ J••••••• L•••• A•••• M••••••••• I••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f5bf9824-05f4-6ad0-3aa7-e091554ab549
First observed: Jan 7, 2003
Last observed: Sep 14, 2026 8 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.