DFX Intelligence

I•••••• D• R•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)21 years in industry

I•••••• D• R•••••••

Advisor at F•••••••• I••••••••• C•••••••••

••• Locked

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Search this name across graphsid dfx:ria:22be72f1-f4b0-41df-c56a-d3e57346347c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 1, 2005 to Sep 15, 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: F•••••••• I••••••••• C•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Current registrations: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• A•••••••• A• D••••••• O• F•••••••• M••• L••	Asset manager	Jan 7, 2025	n/a	yes	Pittsburgh, PA\|Pittsburgh, PA\|BOSTON, MA	Current employment
F•••••••• G••••• I••••••••• M••••••••• C••••	Asset manager	Jan 7, 2025	n/a	yes	Pittsburgh, PA\|Pittsburgh, PA\|NEW YORK, NY

Relationships

Registered with (4)

→ F•••••••• I••••••••• C•••••••••Registered adviserregistration: current employment
Jan 7, 2025 to presentfactForm ADV
→ F•••••••• G••••• I••••••••• M••••••••• C••••Registered adviserregistration: current employment
Jan 7, 2025 to presentfactForm ADV
→ M•• A•••••••• A• D••••••• O• F•••••••• M••• L••Registered adviserregistration: current employment
Jan 7, 2025 to presentfactForm ADV
→ F•••••••• S••••••••• C••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:22be72f1-f4b0-41df-c56a-d3e57346347c
First observed: Jun 1, 2005
Last observed: Sep 15, 2026 7 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.