T•••• F• S••••

Advisor at W•••• F•••• A•••••••

••• Locked

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Search this name across graphsid dfx:ria:46da17bf-946d-6f2f-476c-f7c8f0460385

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 3, 2018 to Sep 15, 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•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	May 21, 2024	n/a	yes	LITITZ, PA\|EPHRATA, PA\|SHILLINGTON, PA\|ALLENTOWN, PA	Current employment
M••••• S••••••	Wirehouse	Oct 3, 2018	May 29, 2024	no	Allentown, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	W•••• F•••• A•••••••	May 29, 2024	May 21, 2024	-8	Firm change	Wirehouse to wirehouse

Relationships

Registered with (2)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
May 21, 2024 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Oct 3, 2018 to May 29, 2024factForm ADV

Dated events

Occurred
May 29, 2024
Advisor changed firm
T•••• F• S•••• left M••••• S•••••• for W•••• F•••• A••••••• (registered 2024-05-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:46da17bf-946d-6f2f-476c-f7c8f0460385
First observed: Oct 3, 2018
Last observed: Sep 15, 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.