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

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

A••• P••• H•••••• P•••••••

Advisor at W•••• F•••• A•••••••

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7fe2a51a-0272-89c6-411e-be8794c6a1c7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Mar 21, 2022 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•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	May 12, 2023	n/a	yes	PITTSBURGH, PA	Current employment
M••••• S••••••	Wirehouse	Dec 22, 2022	May 30, 2023	no	Pittsburgh, PA

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	W•••• F•••• A•••••••	May 30, 2023	May 12, 2023	-18	Firm change	Wirehouse to wirehouse
C••••• A•••••• N••••••• L••	M••••• S••••••	Dec 15, 2022

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149777:19616:PA:2023-05-30	May 30, 2023	May 12, 2023	PITTSBURGH, PA	Firm change

Relationships

Registered with (3)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
May 12, 2023 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Dec 22, 2022 to May 30, 2023factForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Mar 21, 2022 to Dec 15, 2022factForm ADV

Dated events

Occurred
May 30, 2023
A•••••• firm change
A••• P••• H•••••• P••••••• left M••••• S•••••• for W•••• F•••• A••••••• (registered 2023-05-12)
Form ADVobserved 7 days ago
Occurred
Dec 15, 2022
A•••••• firm change
A••• P••• H•••••• P••••••• left C••••• A•••••• N••••••• L•• for M••••• S•••••• (registered 2022-12-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7fe2a51a-0272-89c6-411e-be8794c6a1c7
First observed: Mar 21, 2022
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.