DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

W•••• S••••• S•••

Advisor at A•••••••• F•••••••• G••••

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:54c3c5ab-422e-0b44-0057-bfe344b48908

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 9, 2014 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•••••••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••••• F•••••••• G••••	Independent wealth	Apr 9, 2014	n/a	yes	PITTSBURGH, PA	Current employment
A•••••••• I•••••••••	Independent wealth	Apr 9, 2014	Dec 31, 2024	no	PITTSBURGH, PA\|PITTSBURGH, PA\|PITTSBURGH, PA\|Pittsburgh, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••• I•••••••••	A•••••••• F•••••••• G••••	Dec 31, 2024	Apr 9, 2014	-3,919	Bulk transfer	Other

Relationships

Registered with (2)

→ A•••••••• F•••••••• G••••Registered adviserregistration: current employment
Apr 9, 2014 to presentfactForm ADV
→ A•••••••• I•••••••••Registered adviserregistration: previous registration
Apr 9, 2014 to Dec 31, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54c3c5ab-422e-0b44-0057-bfe344b48908
First observed: Apr 9, 2014
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.