DFX Intelligence

P•••••• S•••••• F••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

P•••••• S•••••• F••••

Advisor at P•• W••••• M•••••••••

Mechanicsville, VA | PITTSBURGH, PA

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Search this name across graphsid dfx:ria:8161100e-d010-6535-235f-110055aaf671

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 2, 2017 to Sep 15, 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: P•• W••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	Bd affiliated wealth	Feb 11, 2022	n/a	yes	PITTSBURGH, PA\|Mechanicsville, VA	Current employment
T••••• A••••••• S•••••••• I•••	Bd affiliated wealth	Feb 17, 2021	Feb 7, 2022	no	ATLANTA, GA\|RICHMOND, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• A••••••• S•••••••• I•••	P•• W••••• M•••••••••	Feb 7, 2022	Feb 11, 2022	4	Firm change	Ibd to ibd
B••• S••••••••• L••	T••••• A••••••• S•••••••• I•••	Feb 17, 2021	Feb 17, 2021

Relationships

Registered with (3)

→ P•• W••••• M•••••••••Registered adviserregistration: current employment
Feb 11, 2022 to presentfactForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 17, 2021 to Feb 7, 2022factForm ADV
→ B••• S••••••••• L••Registered adviserregistration: previous registration
Nov 2, 2017 to Feb 17, 2021factForm ADV

Dated events

Occurred
Feb 7, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8161100e-d010-6535-235f-110055aaf671
First observed: Nov 2, 2017
Last observed: Sep 15, 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.