DFX Intelligence

N••••••• L•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst11 years in industry

N••••••• L•••••••••

Advisor at W••• W••••• A•••••••• L••

CANONSBURG, PA

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Search this name across graphsid dfx:ria:3cf53fb7-47d3-f039-89a7-c5e3da896468

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Apr 11, 2017 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: W••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••• W••••• A•••••••• L••	Independent wealth	Sep 18, 2024	n/a	yes	CANONSBURG, PA	Current employment
T••• W••••• D•••••• L••	Independent wealth	Mar 21, 2024	Aug 23, 2024	no	CANONSBURG, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••• W••••• D•••••• L••	W••• W••••• A•••••••• L••	Aug 23, 2024	Sep 18, 2024	26	Firm change	RIA to RIA
A•••••••• I•••••••••	T••• W••••• D•••••• L••	Sep 27, 2023	Mar 21, 2024

Relationships

Registered with (3)

→ W••• W••••• A•••••••• L••Registered adviserregistration: current employment
Sep 18, 2024 to presentfactForm ADV
→ T••• W••••• D•••••• L••Registered adviserregistration: previous registration
Mar 21, 2024 to Aug 23, 2024factForm ADV
→ A•••••••• I•••••••••Registered adviserregistration: previous registration
Apr 11, 2017 to Sep 27, 2023factForm ADV

Dated events

Occurred
Aug 23, 2024
Advisor changed firm
N••••••• L••••••••• left T••• W••••• D•••••• L•• for W••• W••••• A•••••••• L•• (registered 2024-09-18)
Form ADVobserved 7 days ago
Occurred
Sep 27, 2023
Advisor changed firm
N••••••• L••••••••• left A•••••••• I••••••••• for T••• W••••• D•••••• L•• (registered 2024-03-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3cf53fb7-47d3-f039-89a7-c5e3da896468
First observed: Apr 11, 2017
Last observed: Sep 14, 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.