DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

E•••• J••••• L•••••

Advisor at U• A•••• M••••••••• L••

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:89fdfbc5-9595-ebe2-bdc0-0f6e58b89980

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 17, 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: U• A•••• M••••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Nov 30, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
U• A•••• M••••••••• L••	Institutional manager	Aug 13, 2010	n/a	yes	PITTSBURGH, PA	Current employment
B•••••••• C•••••• A•••••••• I•••	Former SEC adviser	Nov 17, 2008	Jul 21, 2009	no	PITTSBURGH, PA\|NEW YORK, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• C•••••• A•••••••• I•••	U• A•••• M••••••••• L••	Jul 21, 2009	Aug 13, 2010	388	Firm change	Other

Relationships

Registered with (2)

→ U• A•••• M••••••••• L••Registered adviserregistration: current employment
Aug 13, 2010 to presentfactForm ADV
→ B•••••••• C•••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 17, 2008 to Jul 21, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:89fdfbc5-9595-ebe2-bdc0-0f6e58b89980
First observed: Nov 17, 2008
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.