DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

C•••• A•••• S••••••••

Advisor at E•••••••••

Wexford, PA | AUSTIN, TX

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Search this name across graphsid dfx:ria:60fc38ee-5e06-19fa-f57d-92d9d294e4ac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Sep 1, 2015 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: E•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 7, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••••	Independent wealth	Jul 26, 2026	n/a	yes	AUSTIN, TX\|Wexford, PA	Current employment
T•• C•••• F•••	Independent wealth	Jun 4, 2024	Jan 10, 2025	no	PITTSBURGH, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• C•••• F•••	E•••••••••	Jan 10, 2025	Jul 26, 2026	562	F•••_CHANGE_AFTER_GAP	RIA to RIA
W•••••• P•••••• W•••••	T•• C•••• F•••	Aug 2, 2023	Jun 4, 2024

Relationships

Registered with (6)

→ E•••••••••Registered adviserregistration: current employment
Jul 26, 2026 to presentfactForm ADV
→ T•• C•••• F•••Registered adviserregistration: previous registration
Jun 4, 2024 to Jan 10, 2025factForm ADV
→ W•••••• P•••••• W•••••Registered adviserregistration: previous registration
Jun 21, 2021 to Aug 2, 2023factForm ADV
→ H••• W••••• A•••••••

Dated events

Occurred
Jan 10, 2025
Advisor f••• change
••• Locked
Form ADVobserved 7 days ago
Occurred
Aug 2, 2023
Advisor f••• change
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60fc38ee-5e06-19fa-f57d-92d9d294e4ac
First observed: Sep 1, 2015
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.