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B•••• A••• R••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

B•••• A••• R••••••••

Advisor at F••••••• F•••••••• A•••••••

McMurray, PA

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Search this name across graphsid dfx:ria:2c3764b4-5db5-a4d3-3323-941af9a66a5a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 7, 2013 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: F••••••• F•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••• F•••••••• A•••••••	Independent wealth	Feb 3, 2003	n/a	yes	McMurray, PA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Oct 7, 2013	Feb 3, 2016	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	n/a	Feb 3, 2016	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ F••••••• F•••••••• A•••••••Registered adviserregistration: current employment
Feb 3, 2003 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Oct 7, 2013 to Feb 3, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c3764b4-5db5-a4d3-3323-941af9a66a5a
First observed: Oct 7, 2013
Last observed: Sep 14, 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.