DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner15 years in industrynot currently registered

A•••• L••••

Advisor at M••••• A•••• M••••••••• C••••

TYSONS, VA

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Search this name across graphsid dfx:ria:fb32d78e-3a00-47c8-521f-478b86db465f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 3, 2011 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: M••••• A•••• M••••••••• C••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 28, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• A•••• M••••••••• C••••	Independent wealth	Feb 26, 2018	n/a	yes	TYSONS, VA	Current employment
E•••• S••••••••• L••	Bd affiliated wealth	Mar 27, 2017	Feb 15, 2018	no	BETHESDA, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• S••••••••• L••	M••••• A•••• M••••••••• C••••	Feb 15, 2018	Feb 26, 2018	11	Firm change	Other
N••••••••• S••••••••• L••	E•••• S••••••••• L••	Sep 14, 2015	Mar 27, 2017

Relationships

Registered with (5)

→ M••••• A•••• M••••••••• C••••Registered adviserregistration: current employment
Feb 26, 2018 to presentfactForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Mar 27, 2017 to Feb 15, 2018factForm ADV
→ N••••••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 6, 2014 to Sep 14, 2015factForm ADV
→ W••••••• F•••••••• S•••••••• I•••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

First seen by DFX
Sep 19, 2026
date not stated
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb32d78e-3a00-47c8-521f-478b86db465f
First observed: Aug 3, 2011
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.