DFX Intelligence
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Reading the graph
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Advisor at R••••• W• B•••• • C•• I•••••••••
Pittsburgh - South Hills, PA
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 |
|---|---|---|---|---|---|---|
| R••••• W• B•••• • C•• I••••••••• | Mixed wealth | Oct 21, 2022 | n/a | yes | Pittsburgh - South Hills, PA | Current employment |
| H••••••••• I••• | Former SEC adviser | Jun 2, 2008 | Oct 21, 2022 | no | PITTSBURGH, PA|CANONSBURG, PA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| H••••••••• I••• | R••••• W• B•••• • C•• I••••••••• | Oct 21, 2022 | Oct 21, 2022 | 0 | Bulk transfer | Ibd to RIA |
| P•• W••••• M••••••••• | H••••••••• I••• | Jan 23, 2008 | Jun 2, 2008 |
| P•• W••••• M••••••••• | Bd affiliated wealth | Jan 1, 2004 | Jan 23, 2008 | no | NORTH HUNTINGDON, PA|NORTH HUNTINGDON, PA|JEANNETTE, PA|JEANNETTE, PA | Previous registration |
| J••••• H•••••••• W••• L••••• L•• | Former SEC adviser | Jun 4, 2003 | Jan 1, 2004 | no | NORTH HUNTINGDON, PA | Previous registration |
| Firm change |
| Other |
| J••••• H•••••••• W••• L••••• L•• | P•• W••••• M••••••••• | Jan 1, 2004 | Jan 1, 2004 | 0 | Bulk transfer | Other |