DFX Intelligence

M••• B•••••• T••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)34 years in industry

M••• B•••••• T••••••

Advisor at R••••••• F•••••••• A•••••••

Sewickley, PA | SEWICKLEY, PA

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:6669bd17-23a4-3d5d-f13c-5ed80ff1d151

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 27, 1992 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: R••••••• F•••••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 27, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••• F•••••••• A•••••••	State registered	Mar 25, 2024	n/a	yes	SEWICKLEY, PA	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Jun 15, 2010	n/a	yes	Sewickley, PA	Current employment

Relationships

Registered with (2)

→ R••••••• F•••••••• A•••••••Registered adviserregistration: current employment
Mar 25, 2024 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: current employment
Jun 15, 2010 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6669bd17-23a4-3d5d-f13c-5ed80ff1d151
First observed: May 27, 1992
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.