DFX Intelligence

J••••• H••••••• L••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

J••••• H••••••• L••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:87027e08-0cee-fcc8-59a9-5a1b86f86a02

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 30, 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: M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jul 28, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Oct 28, 2015	n/a	yes	PITTSBURGH, PA	Current employment
M•• A•••••••• A• D••••••• O• F•••••••• M••• L••	Asset manager	Jan 7, 2011	Oct 14, 2015	no	BOSTON, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• I••••••••• C•••••••••	F•••••••• S••••••••• C••••	Oct 14, 2015	Nov 12, 2009	-2,162	Channel change	Other
M•• A•••••••• A• D••••••• O• F•••••••• M••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Oct 14, 2015

Relationships

Registered with (5)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: current employment
Oct 28, 2015 to presentfactForm ADV
→ F•••••••• I••••••••• C•••••••••Registered adviserregistration: previous registration
Jul 30, 2008 to Oct 14, 2015factForm ADV
→ M•• A•••••••• A• D••••••• O• F•••••••• M••• L••Registered adviserregistration: previous registration
Jan 7, 2011 to Oct 14, 2015factForm ADV
→ F•••••••• S••••••••• C••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87027e08-0cee-fcc8-59a9-5a1b86f86a02
First observed: Jul 30, 2008
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.