DFX Intelligence

P••• F•••••••• S•••••••• I•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

P••• F•••••••• S•••••••• I•••

CRD 117219

BETHEL PARK, PA

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Search this name across graphsid dfx:ria:10076f98-b5da-bb09-4a6f-bed66e3cc9a9

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 31, 2026 to Mar 31, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $11.0M••• Locked
Discretionary RAUM: $11.0M
Private client RAUM: $11.0Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
A••• J••• P•••	n/a	Bethel Park, PA	23	34	n/a	no
A•••••• J•••• L•••••	n/a	BETHEL PARK, PA \| Pittsburgh, PA	7	34

Relationships

Registered with (2)

← A•••••• J•••• L•••••Advisorregistration: current employment
Jan 8, 2019 to presentfactForm ADV
← A••• J••• P•••Advisorregistration: current employment
Jan 2, 2003 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:10076f98-b5da-bb09-4a6f-bed66e3cc9a9
First observed: Mar 31, 2026
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.