R•••••• T• D••••••••

Professional profile

linkedin.comreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.

• D•• R••••••••• A•• F•••••••• S••••••• independent RIA current
  since Dec 14, 2023 · Manassas, Va
• J• W• C••• A•••••••• I••• BD affiliated
  Oct 10, 2019 to Dec 21, 2023 · Tampa, Fl
• M•• I•••••••• S•••••••• L•• BD affiliated
  Mar 26, 2019 to Oct 10, 2019 · Fairfax, Va

• J• W• C••• A•••••••• I••• to D•• R••••••••• A•• F•••••••• S•••••••
  left Dec 21, 2023, registered Dec 14, 2023 (-7 days) · Affiliated broker-dealer or bank to a newly registered adviser
• M•• I•••••••• S•••••••• L•• to J• W• C••• A•••••••• I•••
  left Oct 10, 2019, registered Oct 10, 2019 (0 days) · Affiliated broker-dealer or bank to another

• ••• Locked
  Dec 21, 2023 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

16derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address