DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

M••• A••••• M••••••

Advisor at F••••••

Cranberry Township, PA | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:7478b66c-f314-5abf-1390-29f31c96cb44

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 2
Observed: Feb 13, 2006 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

M••• A••••• M••••••

Real estate principal · key crd individual, shared individual crd

Private Equityidentity

M••• A••••• M••••••

Private equity principal · key crd individual, shared individual crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: F••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••	Independent wealth	Dec 19, 2024	n/a	yes	SAN FRANCISCO, CA\|Cranberry Township, PA	Current employment
A•••••••• I•••••••••	Independent wealth	Apr 3, 2008	Dec 16, 2024	no	PITTSBURGH, PA\|PITTSBURGH, PA\|Wexford, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••• F•••••••• G••••	A•••••••• I•••••••••	Dec 16, 2024	Apr 3, 2008	-6,101	Firm change after gap	Other
A•••••••• I•••••••••	F••••••	Dec 16, 2024	Dec 19, 2024

Relationships

Registered with (3)

→ F••••••Registered adviserregistration: current employment
Dec 19, 2024 to presentfactForm ADV
→ A•••••••• F•••••••• G••••Registered adviserregistration: previous registration
Feb 13, 2006 to Dec 16, 2024factForm ADV
→ A•••••••• I•••••••••Registered adviserregistration: previous registration
Apr 3, 2008 to Dec 16, 2024factForm ADV

Dated events

Occurred
Dec 16, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 16, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7478b66c-f314-5abf-1390-29f31c96cb44
First observed: Feb 13, 2006
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.