DFX Intelligence

C••• R•••••• E••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

C••• R•••••• E••••••

Advisor at E•••••• F•••••••• P•••••••• L••

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:06805534-be71-387f-09b1-98fc592e72db

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 11, 1999 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: E•••••• F•••••••• P•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 21, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• F•••••••• P•••••••• L••	State registered	Jan 4, 2016	n/a	yes	PITTSBURGH, PA	Current employment
S••••••• W••••• M••••••••• I•••	Independent wealth	Oct 4, 2002	Jun 30, 2015	no	RESTON, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• W••••• M••••••••• I•••	E•••••• F•••••••• P•••••••• L••	Jun 30, 2015	Jan 4, 2016	188	Firm change	Other
R••••• B••• • C••• L••	S••••••• W••••• M••••••••• I•••	Sep 30, 2002	Oct 4, 2002

Relationships

Registered with (3)

→ E•••••• F•••••••• P•••••••• L••Registered adviserregistration: current employment
Jan 4, 2016 to presentfactForm ADV
→ S••••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Oct 4, 2002 to Jun 30, 2015factForm ADV
→ R••••• B••• • C••• L••Registered adviserregistration: previous registration
Jan 11, 1999 to Sep 30, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:06805534-be71-387f-09b1-98fc592e72db
First observed: Jan 11, 1999
Last observed: Sep 14, 2026 9 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.