A•• C•••• S••••

Advisor at W•••••• P•••••• W•••••

BRIDGEVILLE, PA

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Search this name across graphsid dfx:ria:7ae09548-d911-08e4-f6bf-418c8692dd53

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 13, 2011 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: W•••••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 23, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• P•••••• W•••••	Independent wealth	Feb 6, 2018	n/a	yes	BRIDGEVILLE, PA	Current employment
S•••••••• A••••••• L••	National bd RIA	Jul 13, 2011	Feb 12, 2018	no	WEXFORD, PA\|PITTSBURGH, PA\|WEXFORD, PA\|CRANBERRY TOWNSHIP, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A••••••• L••	W•••••• P•••••• W•••••	Feb 12, 2018	Feb 6, 2018	-6	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ W•••••• P•••••• W•••••Registered adviserregistration: current employment
Feb 6, 2018 to presentfactForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Jul 13, 2011 to Feb 12, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ae09548-d911-08e4-f6bf-418c8692dd53
First observed: Jul 13, 2011
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.