DFX Intelligence

D••••• P•••••• G••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

D••••• P•••••• G••••••

Advisor at R•••• I••••••••• A•••••••

WASHINGTON, DC

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Search this name across graphsid dfx:ria:f8cfbdec-61a9-83a1-47ac-a3cdb04517a4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 22, 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: R•••• I••••••••• A•••••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jul 29, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••• I••••••••• A•••••••	Other adviser	Jan 1, 2025	n/a	yes	WASHINGTON, DC	Current employment
I•••••••• S••••••• C••••••• I•••	Former SEC adviser	Feb 3, 2005	Apr 5, 2006	no	ROCKVILLE, MD\|ROCKVILLE, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••••• S••••••• C••••••• I•••	R•••• I••••••••• A•••••••	Apr 5, 2006	Jan 1, 2025	6,846	Firm change after gap	Other
M•• I•••••••• S•••••••• L••	I•••••••• S••••••• C••••••• I•••	Jan 10, 2005	Feb 3, 2005

Relationships

Registered with (3)

→ R•••• I••••••••• A•••••••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ I•••••••• S••••••• C••••••• I•••Registered adviserregistration: previous registration
Feb 3, 2005 to Apr 5, 2006factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 22, 2003 to Jan 10, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f8cfbdec-61a9-83a1-47ac-a3cdb04517a4
First observed: Aug 22, 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.