DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)14 years in industry

M••••••• Z••• S•••••••••

Advisor at C•••••• A• W••••• M•••••••••

CRANBERRY TWP., PA

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Search this name across graphsid dfx:ria:553a2157-c9b8-2958-0f85-0460e2042012

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 14, 2023 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: C•••••• A• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• A• W••••• M•••••••••	Independent wealth	Oct 27, 2025	n/a	yes	CRANBERRY TWP., PA	Current employment
J••••• M••••••••• S•••• L••	Bd affiliated wealth	Feb 14, 2023	Sep 22, 2025	no	TOWSON, MD\|SEWICKLEY (Wexford), PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••••• M••••••••• S•••• L••	C•••••• A• W••••• M•••••••••	Sep 22, 2025	Oct 27, 2025	35	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ C•••••• A• W••••• M•••••••••Registered adviserregistration: current employment
Oct 27, 2025 to presentfactForm ADV
→ J••••• M••••••••• S•••• L••Registered adviserregistration: previous registration
Feb 14, 2023 to Sep 22, 2025factForm ADV

Dated events

Occurred
Sep 22, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:553a2157-c9b8-2958-0f85-0460e2042012
First observed: Feb 14, 2023
Last observed: Sep 14, 2026 9 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.