DFX Intelligence

J••• R••• O••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

J••• R••• O••••••••

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

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:4e6c0e5f-f256-617f-0593-821f89252b26

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 1, 2020 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: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom 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 2, 2022	n/a	yes	PITTSBURGH, PA	Current employment
C••••••• S••••••••• I•••	Bd affiliated wealth	Sep 9, 2020	Aug 1, 2022	no	VERONA, PA\|PITTSBURGH, PA\|BELLEVUE, PA\|PITTSBURGH, PA\|MONROEVILLE, PA\|OAKMONT, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• S••••••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Aug 1, 2022	Aug 2, 2022	1	Firm change	Ibd to wirehouse
K•• I••••••••• S••••••• L••	C••••••• S••••••••• I•••	Sep 9, 2020	Sep 9, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
39550:7691:PA:2022-08-01	Aug 1, 2022	Aug 2, 2022	OAKMONT, PA	Firm change

Relationships

Registered with (3)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: current employment
Aug 2, 2022 to presentfactForm ADV
→ C••••••• S••••••••• I•••Registered adviserregistration: previous registration
Sep 9, 2020 to Aug 1, 2022factForm ADV
→ K•• I••••••••• S••••••• L••Registered adviserregistration: previous registration
Jun 1, 2020 to Sep 9, 2020factForm ADV

Dated events

Occurred
Aug 1, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4e6c0e5f-f256-617f-0593-821f89252b26
First observed: Jun 1, 2020
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.