DFX Intelligence

RIA Intelligence

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Registered advisor

S•••• R•••••

O•• O••independent RIANorth Bethesda, Mddual registrantIAPD 6476342
Feed of 09/14/2026
At current firm
0 y
since Sep 23, 2025
In the industry
11 y
since Jan 1, 2015 (earliest exam, job or registration)
Prior registered firms
0
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Strategic Advisorreportedinvestonewell.comfirm site, Sep 16, 2026
Designations
MBAreportedinvestonewell.comas printed on the bio page, Sep 16, 2026
Partner or owner
“He brings more than 20 years of corporate finance and private equity experience, including as an Executive at Inverness Capital Advisors and as a Principal at The Abraaj Group.”reportedinvestonewell.comthe sentence on the bio page
Professional profile
investonewell.com/team/saqib-rashidreportedinvestonewell.comfirm site, Sep 16, 2026
Professional profile
linkedin.com/in/saqib-rashid-81a7b34reportedinvestonewell.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
  • O•• O•• independent RIA current
    since Sep 23, 2025 · North Bethesda, Md
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
No dated event on this person.
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
Independent wealth managerderived
Years in industry
11derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address