DFX Intelligence
Reading the graph
Reading the graph
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Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••
PITTSBURGH, PA | Pittsburgh, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| D••••• F•••••••• P••••••• A••••••• | No RAUM reported | Mar 10, 2026 | n/a | yes | PITTSBURGH, PA | Current employment |
| C•••••••• I••••••••• R••••••• A•••••••• I••• | Bd affiliated wealth | Jun 1, 2017 | n/a | yes | Pittsburgh, PA | Current employment |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| T••••••• I••••••••• M••••••••• I••• | C•••••••• I••••••••• R••••••• A•••••••• I••• | Jun 5, 2017 | Jun 1, 2017 | -4 | Firm change | Other |
| A••••••••• F•••••••• S•••••••• L•• | T••••••• I••••••••• M••••••••• I••• | Sep 11, 2008 | Jan 2, 2009 |
| T••••••• I••••••••• M••••••••• I••• | Bd affiliated wealth | Jan 2, 2009 | Jun 5, 2017 | no | PITTSBURGH, PA|CLEVELAND, OH|ALLISON PARK, PA|ALLISON PARK, PA | Previous registration |
| A••••••••• F•••••••• S•••••••• L•• | National bd RIA | May 28, 2008 | Sep 11, 2008 | no | SEWICKLEY, PA | Previous registration |
| 113 |
| Firm change |
| Other |