DFX Intelligence

M•••••• A••• H•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

M•••••• A••• H•••••••

Advisor at W•••••• P•••••• W•••••

BRIDGEVILLE, PA

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Search this name across graphsid dfx:ria:4d7110d0-2b1d-9ad9-ee54-6d93258a288a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 13, 2010 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•••••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• P•••••• W•••••	Independent wealth	Oct 29, 2004	n/a	yes	BRIDGEVILLE, PA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jul 13, 2010	Mar 13, 2013	no	BRIDGEVILLE, PA\|BRIDGEVILLE, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	n/a	Mar 13, 2013	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ W•••••• P•••••• W•••••Registered adviserregistration: current employment
Oct 29, 2004 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jul 13, 2010 to Mar 13, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d7110d0-2b1d-9ad9-ee54-6d93258a288a
First observed: Jul 13, 2010
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.