DFX Intelligence
Reading the graph
Reading the graph
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Advisor at M•••••• A•••• P••••••••• L••
ROCHESTER, MI | Pittsburgh, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| M•••••• A•••• P••••••••• L•• | Independent wealth | Jan 29, 2025 | n/a | yes | ROCHESTER, MI|Pittsburgh, PA | Current employment |
| A••••••••• F•••••••• S•••••••• L•• | National bd RIA | Oct 5, 2009 | Aug 22, 2019 | no | CRANBERRY TOWNSHIP, PA|SEWICKLEY, PA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A••••••••• F•••••••• S•••••••• L•• | M•••••• A•••• P••••••••• L•• | Aug 22, 2019 | Jan 29, 2025 | 1,987 | Firm change after gap | Ibd to RIA |
| A••••••••• A•••••• S•••••••• I••• | A••••••••• F•••••••• S•••••••• L•• | Oct 5, 2009 | Oct 5, 2009 |
| A••••••••• A•••••• S•••••••• I••• | n/a | Jun 24, 2003 | Oct 5, 2009 | no | PRINCETON, WV|LIGONIER, PA|WAPAKONETA, OH|CONNEAUT, OH|TITUSVILLE, PA|EATON, OH|LAKEWOOD, NY|MONROEVILLE, PA|BRYAN, OH|CRANBERRY TOWNSHIP, PA|WAUSEON, OH | Previous registration |
| C•••••• L•• | Independent wealth | Mar 10, 2003 | Jun 25, 2003 | no | PITTSBURGH, PA | Previous registration |
| 0 |
| Bulk transfer |
| Other |
| C•••••• L•• | A••••••••• A•••••• S•••••••• I••• | Jun 25, 2003 | Jun 24, 2003 | -1 | Bulk transfer | Other |