DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

C•••••••• E•••• M••••••••

Advisor at M•• P•••••• W•••••

CANONSBURG, PA

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Search this name across graphsid dfx:ria:21947cac-d27f-ddef-990e-a9f5eebd4852

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 28, 2003 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: M•• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 4, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Aug 12, 2026	n/a	yes	CANONSBURG, PA	Current employment
M•• P•••••• W•••••	Independent wealth	Mar 27, 2025	n/a	yes	CANONSBURG, PA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••• P•••• A•••••••• L••	M•• P•••••• W•••••	May 1, 2025	Mar 27, 2025	-35	Firm change after gap	Ibd to new firm
H• B•••• I•••	G•••• P•••• A•••••••• L••	Apr 1, 2021	Apr 1, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
313171:334574:PA:2025-05-01	May 1, 2025	Mar 27, 2025	CANONSBURG, PA	Firm change after gap

Relationships

Registered with (6)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Aug 12, 2026 to presentfactForm ADV
→ M•• P•••••• W•••••Registered adviserregistration: current employment
Mar 27, 2025 to presentfactForm ADV
→ G•••• P•••• A•••••••• L••Registered adviserregistration: previous registration
Apr 1, 2021 to May 1, 2025factForm ADV
→ H• B•••• I•••

Dated events

Occurred
May 1, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:21947cac-d27f-ddef-990e-a9f5eebd4852
First observed: May 28, 2003
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.