DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

A••••• F•••••• H••••

Advisor at S•••••• F•••••••• G••••• L•••••

AKRON, OH | BERWYN, PA

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Search this name across graphsid dfx:ria:531b8e16-d710-1de5-272c-0319cd50d7e2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 15, 2021 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: S•••••• F•••••••• G••••• L•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• F•••••••• G••••• L•••••	Independent wealth	Mar 6, 2023	n/a	yes	BERWYN, PA\|AKRON, OH	Current employment
Z••• C•••••• A•••••••• L••	Former SEC adviser	Jan 15, 2021	Feb 28, 2023	no	BERWYN, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
Z••• C•••••• A•••••••• L••	S•••••• F•••••••• G••••• L•••••	Feb 28, 2023	Mar 6, 2023	6	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
146607:117756:PA:2023-02-28	Feb 28, 2023	Mar 6, 2023	BERWYN, PA	Firm change

Relationships

Registered with (2)

→ S•••••• F•••••••• G••••• L•••••Registered adviserregistration: current employment
Mar 6, 2023 to presentfactForm ADV
→ Z••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 15, 2021 to Feb 28, 2023factForm ADV

Dated events

Occurred
Feb 28, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:531b8e16-d710-1de5-272c-0319cd50d7e2
First observed: Jan 15, 2021
Last observed: Sep 15, 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.