S••••• R• H••••

Advisor at C••••••••• F•••••••• P•••••••

Grove City, PA | MCMURRAY, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2badbbfa-2a53-5211-0ef2-b4c272d5ea9c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 30, 2010 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: C••••••••• F•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• F•••••••• P•••••••	Independent wealth	Aug 30, 2024	n/a	yes	Grove City, PA\|MCMURRAY, PA	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Jun 29, 2023	Aug 29, 2024	no	GROVE CITY, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	C••••••••• F•••••••• P•••••••	Aug 29, 2024	Aug 30, 2024	1	Firm change	Ibd to RIA
C••••• A•••••• N••••••• L••	C••••• I••••••••• A••••••• L••	Jun 29, 2023	Jun 29, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
105644:311980:PA:2024-08-29	Aug 29, 2024	Aug 30, 2024	GROVE CITY, PA	Firm change

Relationships

Registered with (4)

→ C••••••••• F•••••••• P•••••••Registered adviserregistration: current employment
Aug 30, 2024 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 29, 2023 to Aug 29, 2024factForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Sep 3, 2013 to Jun 29, 2023factForm ADV
→ W••••• S••••• S••••••••• I•••

Dated events

Occurred
Aug 29, 2024
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2badbbfa-2a53-5211-0ef2-b4c272d5ea9c
First observed: Aug 30, 2010
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.