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••• C••••••• N•••••••••

P•••• W••••• A•••••••state registeredBethesda, MdIA-onlyIAPD 5942943

Certified Financial Planner

Feed of 09/14/2026

Also filed as A••• N'Jie

At current firm

1 y

since Mar 20, 2025

In the industry

11 y

since Dec 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

P•••• W••••• A••••••• state registered current
since Mar 20, 2025 · Bethesda, Md
R••••••••• W••••• independent RIA
Jan 4, 2023 to Jul 23, 2024 · Brentwood, Ny
D••• T• D•••• F•••••••• P••••••• unclassified
Aug 9, 2019 to Jun 16, 2023 · Silver Spring, Md
R•• C•••••• M••••••• L•• national BD
May 8, 2015 to Feb 12, 2019 · Chevy Chase, Md

Moves

a registration end followed by a registration begin elsewhere

R••••••••• W••••• to P•••• W••••• A•••••••
left Jul 23, 2024, registered Mar 20, 2025 (240 days) · RIA to a state-registered adviser
D••• T• D•••• F•••••••• P••••••• to R••••••••• W•••••
left Jun 16, 2023, registered Jan 4, 2023 (-163 days) · Other
R•• C•••••• M••••••• L•• to D••• T• D•••• F•••••••• P•••••••
left Feb 12, 2019, registered Aug 9, 2019 (178 days) · Other

Signals

A••• C••••••• N••••••••• left R••••••••• W••••• for P•••• W••••• A••••••• (registered 2025-03-20)
Jul 23, 2024 · Advisor changed firm · fact
A••• C••••••• N••••••••• left D••• T• D•••• F•••••••• P••••••• for R••••••••• W••••• (registered 2023-01-04)
Jun 16, 2023 · 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: STATE REGISTEREDderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address