D•••• L•• V•••

Advisor at P•• W••••• M•••••••••

WASHINGTON, PA

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 10, 2007 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: P•• W••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 8, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	Bd affiliated wealth	Jan 12, 2015	n/a	yes	WASHINGTON, PA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Sep 8, 2009	Jun 24, 2013	no	SEWICKLEY, PA\|MCKEES ROCKS, PA\|FORT MILL, SC\|CORAOPOLIS, PA\|MCKEES ROCKS, PA\|MCKEES ROCKS, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	P•• W••••• M•••••••••	Jun 24, 2013	Jan 12, 2015	567	Firm change after gap	Other
N•••••• I••••••••• I•••	L•• F•••••••• L••	Sep 8, 2009	Sep 8, 2009

Relationships

Registered with (4)

→ P•• W••••• M•••••••••Registered adviserregistration: current employment
Jan 12, 2015 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 8, 2009 to Jun 24, 2013factForm ADV
→ N•••••• I••••••••• I•••Registered adviserregistration: previous registration
Feb 13, 2008 to Sep 8, 2009factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 10, 2007
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.