DFX Intelligence

B•••• W•••••• R•••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor25 years in industry

B•••• W•••••• R•••••

Advisor at C••••••••• F•••••••• P•••••••

MCMURRAY, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e41df03-8ad6-6778-71bb-6667f2d029f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 23, 2004 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: C••••••••• F•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 17, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• F•••••••• P•••••••	Independent wealth	Aug 18, 2021	n/a	yes	MCMURRAY, PA\|MCMURRAY, PA	Current employment
O••••••••• • C•• I•••	Bd affiliated wealth	Jan 20, 2015	Aug 20, 2021	no	PITTSBURGH, PA\|SEWICKLEY, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••••• • C•• I•••	C••••••••• F•••••••• P•••••••	Aug 20, 2021	Aug 18, 2021	-2	Firm change	Ibd to RIA
H••••••••• F•••••••• A•••••••	O••••••••• • C•• I•••	Apr 29, 2013	Jan 20, 2015

Relationships

Registered with (5)

→ C••••••••• F•••••••• P•••••••Registered adviserregistration: current employment
Aug 18, 2021 to presentfactForm ADV
→ O••••••••• • C•• I•••Registered adviserregistration: previous registration
Jan 20, 2015 to Aug 20, 2021factForm ADV
→ H••••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Dec 19, 2011 to Apr 29, 2013factForm ADV
→ W••••• S••••• S••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e41df03-8ad6-6778-71bb-6667f2d029f9
First observed: Feb 23, 2004
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.