DFX Intelligence
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Reading the graph
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Advisor at P•••••••
Vienna, VA | CONSHOHOCKEN, PA
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 |
|---|---|---|---|---|---|---|
| P••••••• | Independent wealth | Jan 9, 2025 | n/a | yes | Vienna, VA|CONSHOHOCKEN, PA | Current employment |
| G••••••• W••••• S•••••••• L•• | Independent wealth | Jan 30, 2014 | Mar 15, 2016 | no | VIENNA, VA|MCLEAN, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| G••••••• W••••• S•••••••• L•• | P••••••• | Mar 15, 2016 | Jan 9, 2025 | 3,222 | Firm change after gap | Other |
| F••••••••• L•• | G••••••• W••••• S•••••••• L•• | Sep 7, 2012 | Jan 30, 2014 |
| F••••••••• L•• | Former SEC adviser | Jun 12, 2006 | Sep 7, 2012 | no | ROCKVILLE, MD | Previous registration |
| L••••• W••••• M••••••••• C••••••• L•• | n/a | Jan 1, 2000 | Jun 12, 2006 | no | ROCKVILLE, MD | Previous registration |
| 510 |
| Firm change after gap |
| Other |
| L••••• W••••• M••••••••• C••••••• L•• | F••••••••• L•• | Jun 12, 2006 | Jun 12, 2006 | 0 | Firm change | Other |