DFX Intelligence
Reading the graph
Reading the graph
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Advisor at C•••••• P••••• W••••• M•••••••••
PITTSBURGH, PA | Fairlawn, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| C•••••• P••••• W••••• M••••••••• | Independent wealth | May 29, 2026 | n/a | yes | PITTSBURGH, PA|Fairlawn, OH | Current employment |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Wirehouse | May 18, 2022 | May 14, 2026 | no | AKRON, OH |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | C•••••• P••••• W••••• M••••••••• | May 14, 2026 | May 29, 2026 | 15 | Firm change | Wirehouse to RIA |
| L••••••••• W••••• A••••••• | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Mar 24, 2022 |
| L••••••••• W••••• A••••••• | Independent wealth | Jan 5, 2022 | Mar 24, 2022 | no | VALLEY VIEW, OH | Previous registration |
| H••••••••• F•••••••• A••••••• | Bd affiliated wealth | Apr 24, 2019 | Jun 18, 2020 | no | NORTH CANTON, OH|NORTH CANTON, OH | Previous registration |
| C•••••• S••••• • C••• I••• | National bd RIA | Nov 2, 2018 | Apr 15, 2019 | no | Richfield, OH | Previous registration |
| 55 |
| Firm change |
| RIA to wirehouse |
| H••••••••• F•••••••• A••••••• | L••••••••• W••••• A••••••• | Jun 18, 2020 | Jan 5, 2022 | 566 | Firm change after gap | Ibd to RIA |
| C•••••• S••••• • C••• I••• | H••••••••• F•••••••• A••••••• | Apr 15, 2019 | Apr 24, 2019 | 9 | Firm change | Ibd to ibd |