DFX Intelligence

W••••• A••••• L•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst16 years in industry

W••••• A••••• L•••

Advisor at A••••• W••••• A•••••••••

WEXFORD, PA

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Search this name across graphsid dfx:ria:54013910-8e34-7d6d-6518-d14e4ed15dd2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 20, 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: A••••• W••••• A•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• W••••• A•••••••••	Independent wealth	Aug 22, 2018	n/a	yes	WEXFORD, PA	Current employment
W••••••••• C•••••• M••••••••• L••	Independent wealth	Aug 20, 2010	Jul 30, 2018	no	RICHMOND, VA\|Austin, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••••• C•••••• M••••••••• L••	A••••• W••••• A•••••••••	Jul 30, 2018	Aug 22, 2018	23	Firm change	RIA to new firm

Relationships

Registered with (2)

→ A••••• W••••• A•••••••••Registered adviserregistration: current employment
Aug 22, 2018 to presentfactForm ADV
→ W••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 20, 2010 to Jul 30, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54013910-8e34-7d6d-6518-d14e4ed15dd2
First observed: Aug 20, 2010
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.