DFX Intelligence

E••• J••• D•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

E••• J••• D•••••••

Advisor at C••••••• S••••••••• I•••

WARRENDALE, PA | MONROEVILLE, PA

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Search this name across graphsid dfx:ria:2b48f8bb-3819-5e73-3e15-11df7c5e14ea

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 26, 2006 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: C••••••• S••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 12, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• S••••••••• I•••	Bd affiliated wealth	May 1, 2009	n/a	yes	MONROEVILLE, PA\|WARRENDALE, PA	Current employment
P•• W••••• M•••••••••	Bd affiliated wealth	Jan 26, 2006	Apr 6, 2009	no	PITTSBURGH, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• W••••• M•••••••••	C••••••• S••••••••• I•••	Apr 6, 2009	May 1, 2009	25	Firm change	Other

Relationships

Registered with (2)

→ C••••••• S••••••••• I•••Registered adviserregistration: current employment
May 1, 2009 to presentfactForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 26, 2006 to Apr 6, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2b48f8bb-3819-5e73-3e15-11df7c5e14ea
First observed: Jan 26, 2006
Last observed: Sep 15, 2026 8 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.