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

R••••• R••••••• D•••••••••

Y•• W•••••state registeredUpper Marlboro, MdIA-onlyIAPD 6249770

Certified Financial Planner

Feed of 09/14/2026

Also filed as R••••• R••••••• Urbina

At current firm

1 y

since Apr 14, 2025

In the industry

12 y

since Dec 3, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

n/a

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Y•• W••••• state registered current
since Apr 14, 2025 · Upper Marlboro, Md
2••• W••••• P••••••• L•• unclassified
Jan 27, 2020 to Jul 1, 2024 · Lanham, Md
Y••• G••••••• C••••••••• unclassified
May 5, 2016 to Apr 1, 2020 · Capitol Heights, Md
F•• W••••• P••••••• independent RIA
Mar 24, 2015 to Oct 30, 2015 · Rockville, Md
T•• F••••• F•••• I••• former
Dec 3, 2013 to Sep 29, 2014 · Bethesda, Md

Moves

a registration end followed by a registration begin elsewhere

2••• W••••• P••••••• L•• to Y•• W•••••
left Jul 1, 2024, registered Apr 14, 2025 (287 days) · Other
Y••• G••••••• C••••••••• to 2••• W••••• P••••••• L••
left Apr 1, 2020, registered Jan 27, 2020 (-65 days) · Other
F•• W••••• P••••••• to Y••• G••••••• C•••••••••
left Oct 30, 2015, registered May 5, 2016 (188 days) · Other
T•• F••••• F•••• I••• to F•• W••••• P•••••••
left Sep 29, 2014, registered Mar 24, 2015 (176 days) · Other

Signals

R••••• R••••••• D••••••••• left 2••• W••••• P••••••• L•• for Y•• W••••• (registered 2025-04-14)
Jul 1, 2024 · advisor f••• change · 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address