DFX Intelligence

G••• A••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

G••• A••• S•••••

Advisor at S••••• F•••••••• A••••••• L••

CANONSBURG, PA

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Search this name across graphsid dfx:ria:8f256838-a09d-95a7-f8fe-57d395a02abc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 14, 2002 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: S••••• F•••••••• A••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 22, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• F•••••••• A••••••• L••	State registered	Mar 4, 2011	n/a	yes	CANONSBURG, PA	Current employment
E•••• N••••••• S••••••••• I•••	Former SEC adviser	Jun 7, 2010	Dec 3, 2010	no	WEXFORD, PA\|WEXFORD, PA\|NAPA, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• N••••••• S••••••••• I•••	S••••• F•••••••• A••••••• L••	Dec 3, 2010	Mar 4, 2011	91	Firm change	Other
F•••• C••••••••• F•••••••• A•••••••• I•••	E•••• N••••••• S••••••••• I•••	Dec 2, 2010	Jun 7, 2010

Relationships

Registered with (5)

→ S••••• F•••••••• A••••••• L••Registered adviserregistration: current employment
Mar 4, 2011 to presentfactForm ADV
→ E•••• N••••••• S••••••••• I•••Registered adviserregistration: previous registration
Jun 7, 2010 to Dec 3, 2010factForm ADV
→ F•••• C••••••••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 17, 2008 to Dec 2, 2010factForm ADV
→ U•••• F•••••••• S••••••• G••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8f256838-a09d-95a7-f8fe-57d395a02abc
First observed: May 14, 2002
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.