DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

N••••••• J••• B•••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

UPPER SAINT CLAIR, PA

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Search this name across graphsid dfx:ria:41e1a73f-ce9d-71e0-cab2-a5c964a45fb2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 22, 2015 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: M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Feb 23, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom 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
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Aug 23, 2024	n/a	yes	UPPER SAINT CLAIR, PA	Current employment
S••••• A•••••••• L••	State registered	Jun 27, 2018	Jul 26, 2024	no	CANONSBURG, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• A•••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Jul 26, 2024	Aug 23, 2024	28	Firm change	Other
P••• A••••• S••••••••• L••	S••••• A•••••••• L••	Aug 22, 2016	Jun 27, 2018

Relationships

Registered with (3)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: current employment
Aug 23, 2024 to presentfactForm ADV
→ S••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 27, 2018 to Jul 26, 2024factForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Jan 22, 2015 to Aug 22, 2016factForm ADV

Dated events

Occurred
Jul 26, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:41e1a73f-ce9d-71e0-cab2-a5c964a45fb2
First observed: Jan 22, 2015
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.