DFX Intelligence

T•••••• N••• D••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor32 years in industry

T•••••• N••• D••••

Advisor at A•••• A•••• M••••••••• L••

LANCASTER, PA

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Search this name across graphsid dfx:ria:54699450-7cc7-1b67-b588-f3a1f7e3fbda

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 24, 2006 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•••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 16, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• A•••• M••••••••• L••	Independent wealth	Dec 9, 2009	n/a	yes	LANCASTER, PA	Current employment
D••••••• M••••••• W••••• • B••••••• L••	n/a	Dec 17, 2008	Dec 9, 2009	no	LANCASTER, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D••••••• M••••••• W••••• • B••••••• L••	A•••• A•••• M••••••••• L••	Dec 9, 2009	Dec 9, 2009	0	Firm change	Other
S••••••• C•••••• M•••••••••	D••••••• M••••••• W••••• • B••••••• L••	Feb 5, 2008	Dec 17, 2008

Relationships

Registered with (3)

→ A•••• A•••• M••••••••• L••Registered adviserregistration: current employment
Dec 9, 2009 to presentfactForm ADV
→ D••••••• M••••••• W••••• • B••••••• L••Registered adviserregistration: previous registration
Dec 17, 2008 to Dec 9, 2009factForm ADV
→ S••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Oct 24, 2006 to Feb 5, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54699450-7cc7-1b67-b588-f3a1f7e3fbda
First observed: Oct 24, 2006
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.