DFX Intelligence

S••••• J••• L•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

S••••• J••• L•••••

Advisor at F•••••••• I••••••••• C•••••••••

••• Locked

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Search this name across graphsid dfx:ria:03b730b9-44b5-1c13-7577-b31e1d31f5ad

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 19, 2024 to Sep 15, 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: F•••••••• I••••••••• C•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• A•••••••• A• D••••••• O• F•••••••• M••• L••	Asset manager	Nov 7, 2024	n/a	yes	Canonsburg, PA\|BOSTON, MA\|Pittsburgh, PA	Current employment
F•••••••• G••••• I••••••••• M••••••••• C••••	Asset manager	Nov 7, 2024	n/a	yes	Canonsburg, PA\|Pittsburgh, PA\|NEW YORK, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••• S••••••••• L••	F•••••••• S••••••••• C••••	May 10, 2024	Oct 15, 2024	158	Firm change	Other

Relationships

Registered with (5)

→ F•••••••• I••••••••• C•••••••••Registered adviserregistration: current employment
Nov 7, 2024 to presentfactForm ADV
→ F•••••••• G••••• I••••••••• M••••••••• C••••Registered adviserregistration: current employment
Nov 7, 2024 to presentfactForm ADV
→ M•• A•••••••• A• D••••••• O• F•••••••• M••• L••Registered adviserregistration: current employment
Nov 7, 2024 to presentfactForm ADV
→ F•••••••• S••••••••• C••••

Dated events

Occurred
May 10, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:03b730b9-44b5-1c13-7577-b31e1d31f5ad
First observed: Apr 19, 2024
Last observed: Sep 15, 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.