DFX Intelligence

N••• P•••••• R••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

N••• P•••••• R••••••

Advisor at C••••••••• F•••••••• P•••••••

MCMURRAY, PA

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Search this name across graphsid dfx:ria:7f0f4537-91d5-8b01-10df-bf8860b2791f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 14, 2008 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: C••••••••• F•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 7, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• F•••••••• P•••••••	Independent wealth	Jul 2, 2021	n/a	yes	MCMURRAY, PA\|MCMURRAY, PA	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Apr 13, 2016	Jul 7, 2021	no	CANONSBURG, PA\|CANONSBURG, PA\|McMurray, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	C••••••••• F•••••••• P•••••••	Jul 7, 2021	Jul 2, 2021	-5	Firm change	Ibd to new firm
A••••• A•• P••••••• S•••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Mar 2, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:311980:PA:2021-07-07	Jul 7, 2021	Jul 2, 2021	MCMURRAY, PA	Firm change

Relationships

Registered with (4)

→ C••••••••• F•••••••• P•••••••Registered adviserregistration: current employment
Jul 2, 2021 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Apr 13, 2016 to Jul 7, 2021factForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Oct 11, 2012 to Mar 2, 2016factForm ADV
→ U•• F•••••••• S••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f0f4537-91d5-8b01-10df-bf8860b2791f
First observed: Jan 14, 2008
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.