DFX Intelligence

R•••• W•••••• D••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

R•••• W•••••• D••

Advisor at F•••• P••••••• W•••••• L••

Pittsburg, PA

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Search this name across graphsid dfx:ria:7ca95a66-8afc-f093-13c8-3a9f0b8f7c9f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Aug 31, 2020 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Jan 4, 2026	n/a	yes	Pittsburg, PA	Current employment
N••••••••• A•••• M••••••••• L••	Independent wealth	Jan 4, 2025	Mar 20, 2026	no	Pittsburgh, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• A•••• M••••••••• L••	F•••• P••••••• W•••••• L••	Mar 20, 2026	Jan 4, 2026	-75	Bulk transfer	RIA to RIA
F••• P••• C•••••• G••••• L••	N••••••••• A•••• M••••••••• L••	Nov 4, 2024	Nov 4, 2024

Relationships

Registered with (7)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Jan 4, 2026 to presentfactForm ADV
→ N••••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Jan 4, 2025 to Mar 20, 2026factForm ADV
→ F••• P••• C•••••• G••••• L••Registered adviserregistration: previous registration
Aug 13, 2024 to Nov 4, 2024factForm ADV
→ F•••••••• I••••••••• C•••••••••

Dated events

Occurred
Jan 8, 2024
Advisor changed firm
R•••• W•••••• D•• left F•••••••• G••••• I••••••••• M••••••••• C•••• for F••• P••• C•••••• G••••• L•• (registered 2024-08-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ca95a66-8afc-f093-13c8-3a9f0b8f7c9f
First observed: Aug 31, 2020
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.