DFX Intelligence

E••• C••••••••• V•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

E••• C••••••••• V•••

Advisor at W•••••• P•••••• W•••••

BRIDGEVILLE, PA

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Search this name across graphsid dfx:ria:5efdf06b-7ad3-c1b5-6e6b-1a8d7b833b91

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 20, 2007 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•••••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 15, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• P•••••• W•••••	Independent wealth	Mar 31, 2008	n/a	yes	BRIDGEVILLE, PA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Apr 20, 2007	Mar 13, 2013	no	BRIDGEVILLE, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	W•••••• P•••••• W•••••	Mar 13, 2013	Mar 31, 2008	-1,808	Firm change after gap	Other

Relationships

Registered with (2)

→ W•••••• P•••••• W•••••Registered adviserregistration: current employment
Mar 31, 2008 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Apr 20, 2007 to Mar 13, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5efdf06b-7ad3-c1b5-6e6b-1a8d7b833b91
First observed: Apr 20, 2007
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.