DFX Intelligence

C•••••••• C•••• Z••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor32 years in industry

C•••••••• C•••• Z••••••

Advisor at U• A•••• M••••••••• L••

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:82c80a25-4c86-78c4-838f-04ac57d1411a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 24, 2009 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: U• A•••• M••••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Nov 5, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
U• A•••• M••••••••• L••	Institutional manager	Apr 4, 2024	n/a	yes	PITTSBURGH, PA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Dec 10, 2013	Jan 27, 2016	no	SEWICKLSY, PA\|BEACHWOOD, OH\|SEWICKLEY, PA\|WEXFORD, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• W••••• P•••••••• L••	L•• F•••••••• L••	Apr 29, 2024	Dec 10, 2013	-3,793	Firm change after gap	Other
L•• F•••••••• L••	U• A•••• M••••••••• L••	Jan 27, 2016	Apr 4, 2024

Relationships

Registered with (4)

→ U• A•••• M••••••••• L••Registered adviserregistration: current employment
Apr 4, 2024 to presentfactForm ADV
→ S•••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
Apr 1, 2011 to Apr 29, 2024factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Dec 10, 2013 to Jan 27, 2016factForm ADV
→ O•••• F•• I•••

Dated events

Occurred
Apr 29, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:82c80a25-4c86-78c4-838f-04ac57d1411a
First observed: Jun 24, 2009
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.