E•••• L• G••••

Advisor at M••••• A•••••••• L••

Latrobe, PA | OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:63503741-c909-8a6b-7ee8-c8b9435be94c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 25, 2019 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: M••••• A•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• A•••••••• L••	Bd affiliated wealth	Oct 15, 2019	n/a	yes	Latrobe, PA\|OMAHA, NE	Current employment
B•• I••••••••• M••••••••• I•••	Former SEC adviser	Sep 25, 2019	Oct 15, 2019	no	GREENSBURG, PA\|PITTSBURGH, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•• I••••••••• M••••••••• I•••	M••••• A•••••••• L••	Oct 15, 2019	Oct 15, 2019	0	Firm change	RIA to ibd

Relationships

Registered with (2)

→ M••••• A•••••••• L••Registered adviserregistration: current employment
Oct 15, 2019 to presentfactForm ADV
→ B•• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Sep 25, 2019 to Oct 15, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:63503741-c909-8a6b-7ee8-c8b9435be94c
First observed: Sep 25, 2019
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.