DFX Intelligence

D•••• C•••••••• B•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst15 years in industry

D•••• C•••••••• B•••••••

Advisor at S•••••••• D•••• W••••• M••••••••• A•••••••• L•

Columbus, OH | PITTSBURGH, PA

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Search this name across graphsid dfx:ria:57a3592b-5369-b2e9-4321-8260e5b00855

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 11, 2013 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•••••••• D•••• W••••• M••••••••• A•••••••• L•
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 4, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••••• D•••• W••••• M••••••••• A•••••••• L•	Independent wealth	May 18, 2016	n/a	yes	Columbus, OH\|PITTSBURGH, PA	Current employment
P••••• M•••• F•••••••• A•••••••	Independent wealth	Jun 11, 2013	Apr 1, 2016	no	COLUMBUS, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••• M•••• F•••••••• A•••••••	S•••••••• D•••• W••••• M••••••••• A•••••••• L•	Apr 1, 2016	May 18, 2016	47	Firm change	Other

Relationships

Registered with (2)

→ S•••••••• D•••• W••••• M••••••••• A•••••••• L•Registered adviserregistration: current employment
May 18, 2016 to presentfactForm ADV
→ P••••• M•••• F•••••••• A•••••••Registered adviserregistration: previous registration
Jun 11, 2013 to Apr 1, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:57a3592b-5369-b2e9-4321-8260e5b00855
First observed: Jun 11, 2013
Last observed: Sep 15, 2026 7 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.