DFX Intelligence

E••••• A••••• T•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor19 years in industry

E••••• A••••• T•••••

Advisor at W••••••••• W••••• M••••••••• I•••

ELIZABETHTOWN, PA

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Search this name across graphsid dfx:ria:5b0cdeb2-f7d7-be88-5180-ccd344508861

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 18, 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: W••••••••• W••••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 1, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom 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
W••••••••• W••••• M••••••••• I•••	State registered	Aug 20, 2018	n/a	yes	ELIZABETHTOWN, PA	Current employment
W•••••• • R•••	Former SEC adviser	Sep 18, 2014	Aug 24, 2018	no	CAMP HILL, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• • R•••	W••••••••• W••••• M••••••••• I•••	Aug 24, 2018	Aug 20, 2018	-4	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ W••••••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Aug 20, 2018 to presentfactForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Sep 18, 2014 to Aug 24, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5b0cdeb2-f7d7-be88-5180-ccd344508861
First observed: Sep 18, 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.