DFX Intelligence

E••• J•••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

E••• J•••• M•••••

Advisor at P•• W••••• M•••••••••

CARNEGIE, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 26, 2002 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: P•• W••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 13, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	Bd affiliated wealth	Feb 23, 2017	n/a	yes	CARNEGIE, PA	Current employment
P•• C•••••• A••••••• L••	Other adviser	Jun 9, 2015	Dec 14, 2016	no	COLUMBUS, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• C•••••• A••••••• L••	P•• W••••• M•••••••••	Dec 14, 2016	Feb 23, 2017	71	Firm change	Other
P•• W••••• M•••••••••	P•• C•••••• A••••••• L••	May 11, 2015	Jun 9, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
129052:151829:OH:2015-05-11	May 11, 2015	Jun 9, 2015	COLUMBUS, OH	Firm change

Relationships

Registered with (3)

→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Jun 28, 2010 to May 11, 2015factForm ADV
→ P•• C•••••• A••••••• L••Registered adviserregistration: previous registration
Jun 9, 2015 to Dec 14, 2016factForm ADV
→ M••••••••• I••••••••• S••••••• L••Registered adviserregistration: previous registration
Feb 26, 2002 to Jun 30, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 26, 2002
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.