DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

A•••••••• M•••••• M•••••

M••••••BD affiliatedBurke, Va IA-onlyIAPD 2870668

Certified Financial Planner

Feed of 09/15/2026

Also filed as A•••••••• M•••••• Witwicka

At current firm

0 y

since Mar 6, 2026

In the industry

28 y

since Apr 23, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M•••••• BD affiliated current
since Mar 6, 2026 · Mclean, Va
H•••••••• A•••••••• L•• BD affiliated
Dec 1, 2021 to Mar 11, 2026 · Devon, Pa
F••• M••••• • W••••••••• L•• former
Jun 6, 2019 to Jun 30, 2022 · W•••••••••, Dc
E•••••• F•••••••• E•••••• independent RIA
Nov 1, 2018 to Jun 7, 2019 · Alexandria, Va
E•••••• F•••••••• S•••••••• L•• former
Feb 4, 2016 to Nov 1, 2018 · Alexandria, Va
C•••••• S••••• • C••• I••• national BD
Sep 20, 2010 to Feb 1, 2016 · Englewood, Co

Moves

a registration end followed by a registration begin elsewhere

H•••••••• A•••••••• L•• to M••••••
left Mar 11, 2026, registered Mar 6, 2026 (-5 days) · Affiliated broker-dealer or bank to another
F••• M••••• • W••••••••• L•• to H•••••••• A•••••••• L••
left Jun 30, 2022, registered Dec 1, 2021 (-211 days) · RIA to affiliated broker-dealer or bank · moved with a team
E•••••• F•••••••• E•••••• to F••• M••••• • W••••••••• L••
left Jun 7, 2019, registered Jun 6, 2019 (-1 days) · RIA to RIA
E•••••• F•••••••• S•••••••• L•• to E•••••• F•••••••• E••••••
left Nov 1, 2018, registered Nov 1, 2018 (0 days) · corporate re-registration, not a move
C•••••• S••••• • C••• I••• to E•••••• F•••••••• S•••••••• L••
left Feb 1, 2016, registered Feb 4, 2016 (3 days) · Other

Signals

A•••••••• M•••••• M••••• left H•••••••• A•••••••• L•• for Mariner (registered 2026-03-06)
Mar 11, 2026 · Advisor changed firm · fact
A•••••••• M•••••• M••••• left F••• M••••• • W••••••••• L•• for H•••••••• A•••••••• L•• (registered 2021-12-01)
Jun 30, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address