DFX Intelligence
Reading the graph
Reading the graph
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Advisor at S••••• W••••• A•••••••• I•••
Cranberry Township, 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 |
|---|---|---|---|---|---|---|
| S••••• W••••• A•••••••• I••• | No RAUM reported | Dec 15, 2025 | n/a | yes | Cranberry Township, PA | Current employment |
| S•••••••• A••••••• L•• | National bd RIA | Mar 31, 2025 | Oct 15, 2025 | no | CRANBERRY TOWNSHIP, PA|CRANBERRY TWP, PA|BOSTON, MA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| S•••••••• A••••••• L•• | S••••• W••••• A•••••••• I••• | Oct 15, 2025 | Dec 15, 2025 | 61 | Firm change | Other |
| F••••••• P••••••• A•• W•••••••• A••••••• | S•••••••• A••••••• L•• | Mar 31, 2025 | Mar 31, 2025 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104555:159035:MA:2025-10-02 | Oct 15, 2025 | Dec 15, 2025 | BOSTON, MA | Firm change |
| F••••••• P••••••• A•• W•••••••• A••••••• | Former SEC adviser | Jul 13, 2018 | Mar 31, 2025 | no | BOSTON, MA|CRANBERRY TOWNSHIP, PA|CRANBERRY TOWNSHIP, PA | Previous registration |
| S•••••••• A••••••• L•• | National bd RIA | Jun 21, 2017 | Jul 13, 2018 | no | CRANBERRY TOWNSHIP, PA | Previous registration |
| P•• W••••• M••••••••• | Bd affiliated wealth | Dec 12, 2013 | May 8, 2017 | no | BRIDGEVILLE, PA|CANONSBURG, PA|CRANBERRY TOWNSHIP, PA | Previous registration |
| P•• W••••• M••••••••• | Bd affiliated wealth | Dec 8, 2010 | Jun 10, 2013 | no | CRANBERRY TOWNSHIP, PA|NEW CASTLE, PA | Previous registration |
| P••••••••• W••••• M••••••••• L•• | Former SEC adviser | Mar 2, 2010 | Sep 3, 2010 | no | YORK, PA | Previous registration |
| B•• F•••••••• A••••••• | n/a | Oct 21, 2009 | Mar 2, 2010 | no | YORK, PA | Previous registration |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Wirehouse | Feb 8, 2008 | Sep 23, 2008 | no | LANCASTER, PA | Previous registration |
| 0 |
| Bulk transfer |
| Ibd to ibd |
| S•••••••• A••••••• L•• | F••••••• P••••••• A•• W•••••••• A••••••• | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |
| P•• W••••• M••••••••• | S•••••••• A••••••• L•• | May 8, 2017 | Jun 21, 2017 | 44 | Firm change | Other |
| P••••••••• W••••• M••••••••• L•• | P•• W••••• M••••••••• | Sep 3, 2010 | Dec 8, 2010 | 96 | Firm change | Other |
| B•• F•••••••• A••••••• | P••••••••• W••••• M••••••••• L•• | Mar 2, 2010 | Mar 2, 2010 | 0 | Firm change | Other |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | B•• F•••••••• A••••••• | Sep 23, 2008 | Oct 21, 2009 | 393 | Firm change | Other |