DFX Intelligence

S•••••• G••••• B••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst22 years in industry

S•••••• G••••• B••••••

Advisor at A•••• O•• W••••• M••••••••• L••

Bridgeville, PA

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Search this name across graphsid dfx:ria:2ef0274d-9da2-04f4-76e3-7590800d2621

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 30, 2004 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: A•••• O•• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 27, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• O•• W••••• M••••••••• L••	Independent wealth	Apr 3, 2026	n/a	yes	Bridgeville, PA	Current employment
P••••••••• F•••••••• P•••••••• I•••	Former SEC adviser	May 27, 2016	Mar 17, 2026	no	BRIDGEVILLE, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• F•••••••• P•••••••• I•••	A•••• O•• W••••• M••••••••• L••	Mar 17, 2026	Apr 3, 2026	17	Firm change	RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	P••••••••• F•••••••• P•••••••• I•••	Jun 7, 2005	May 27, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
14155:336350:PA:2026-03-17	Mar 17, 2026	Apr 3, 2026	BRIDGEVILLE, PA	Firm change

Relationships

Registered with (3)

→ A•••• O•• W••••• M••••••••• L••Registered adviserregistration: current employment
Apr 3, 2026 to presentfactForm ADV
→ P••••••••• F•••••••• P•••••••• I•••Registered adviserregistration: previous registration
May 27, 2016 to Mar 17, 2026factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 30, 2004 to Jun 7, 2005factForm ADV

Dated events

Occurred
Mar 17, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ef0274d-9da2-04f4-76e3-7590800d2621
First observed: Aug 30, 2004
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.