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S••••• C•••••••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor31 years in industry

S••••• C•••••••• M•••••

Advisor at L•• W••••• M••••••••• L••

INDIANAPOLIS, IN | CANONSBURG, PA

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Search this name across graphsid dfx:ria:0258b6e2-52cc-1118-2503-84570cf7385d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 8, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: L•• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 11, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
L•• W••••• M••••••••• L••	Independent wealth	Sep 11, 2017	n/a	yes	CANONSBURG, PA\|INDIANAPOLIS, IN	Current employment
I•• A•••• M••••••••• L•••	Independent wealth	May 8, 2012	Sep 8, 2017	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
I•• A•••• M••••••••• L•••	L•• W••••• M••••••••• L••	Sep 8, 2017	Sep 11, 2017	3	Firm change	Other

Relationships

Registered with (2)

→ L•• W••••• M••••••••• L••Registered adviserregistration: current employment
Sep 11, 2017 to presentfactForm ADV
→ I•• A•••• M••••••••• L•••Registered adviserregistration: previous registration
May 8, 2012 to Sep 8, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0258b6e2-52cc-1118-2503-84570cf7385d
First observed: May 8, 2012
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.