DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

C•••••••• L••• K••••

Advisor at B••••••••• • A••••••••• I•••

CANONSBURG, PA

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Search this name across graphsid dfx:ria:8c3bf853-7b27-6218-7249-2b756589b405

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 14, 2003 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: B••••••••• • A••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 22, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• • A••••••••• I•••	Independent wealth	Jun 2, 2017	n/a	yes	CANONSBURG, PA	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Aug 14, 2003	Jun 5, 2017	no	MCMURRAY, PA\|MCMURRAY, PA\|MCMURRAY, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	B••••••••• • A••••••••• I•••	Jun 5, 2017	Jun 2, 2017	-3	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:288336:PA:2017-06-02	Jun 5, 2017	Jun 2, 2017	MCMURRAY, PA	Firm change

Relationships

Registered with (2)

→ B••••••••• • A••••••••• I•••Registered adviserregistration: current employment
Jun 2, 2017 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 14, 2003 to Jun 5, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c3bf853-7b27-6218-7249-2b756589b405
First observed: Aug 14, 2003
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.