DFX Intelligence

A••• G•••• H•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

A••• G•••• H•••••••••

Advisor at W•••••• P•••••• W•••••

BRIDGEVILLE, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 29, 2016 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: W•••••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• P•••••• W•••••	Independent wealth	Oct 16, 2020	n/a	yes	BRIDGEVILLE, PA	Current employment
L••••• F•••••••• A••••••• I••	Independent wealth	Mar 25, 2016	Dec 17, 2020	no	PITTSBURGH, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••••••• I••••••••• M••••••••• I•••	W•••••• P•••••• W•••••	Dec 17, 2020	Oct 16, 2020	-62	Firm change after gap	RIA to RIA
L••••• F•••••••• A••••••• I••	W•••••• P•••••• W•••••	Dec 17, 2020	Oct 16, 2020

Relationships

Registered with (3)

→ W•••••• P•••••• W•••••Registered adviserregistration: current employment
Oct 16, 2020 to presentfactForm ADV
→ L••••• F•••••••• A••••••• I••Registered adviserregistration: previous registration
Mar 25, 2016 to Dec 17, 2020factForm ADV
→ E••••••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Feb 29, 2016 to Dec 17, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 29, 2016
Last observed: Sep 14, 2026 10 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.