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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant44 years in industry

NANCY ISRAEL KUNZ

Advisor at D.B. ROOT & COMPANY, LLC

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:8f5a5c7d-08a9-c97b-a701-2a295faafcec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 26, 2010 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: D.B. ROOT & COMPANY, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 20, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63
First exam: Aug 20, 1982
First registration: Aug 26, 2010
Dual registered: no
Other names: NANCY LEVEN ISRAEL
IAPD individual key: 1035821

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
D.B. ROOT & COMPANY, LLC	Independent wealth	Jan 5, 2018	n/a	yes	PITTSBURGH, PA	Current employment
R. APPLEGATE & ASSOCIATES LLC	Former SEC adviser	Jan 8, 2018	Dec 31, 2018	no	PITTSBURGH, PA\|PITTSBURGH, PA	Previous registration
CANTOR FITZGERALD WEALTH PARTNERS, LLC	Former SEC adviser	Apr 2, 2015	Jan 4, 2018	no	PITTSBURGH, PA	Previous registration
FIRST COMMONWEALTH FINANCIAL ADVISORS, INC.	Former SEC adviser	Jul 6, 2012	Nov 12, 2014	no	PITTSBURGH, PA	Previous registration
ESSEX NATIONAL SECURITIES, INC.	Former SEC adviser	Jan 19, 2011	Apr 9, 2014	no	WEXFORD, PA\|PITTSBURGH, PA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Aug 26, 2010	Oct 7, 2010	no	PITTSBURGH, PA\|Pittsburgh, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
R. APPLEGATE & ASSOCIATES LLC	n/a	Dec 31, 2018	n/a	n/a	Departure no registered destination	Departure
CANTOR FITZGERALD WEALTH PARTNERS, LLC	D.B. ROOT & COMPANY, LLC	Jan 4, 2018	Jan 5, 2018	1	Firm change	Other
FIRST COMMONWEALTH FINANCIAL ADVISORS, INC.	CANTOR FITZGERALD WEALTH PARTNERS, LLC	Nov 12, 2014	Apr 2, 2015	141	Firm change	Other
ESSEX NATIONAL SECURITIES, INC.	FIRST COMMONWEALTH FINANCIAL ADVISORS, INC.	Apr 9, 2014	Jul 6, 2012	-642	Firm change after gap	Other
MML INVESTORS SERVICES, LLC	ESSEX NATIONAL SECURITIES, INC.	Oct 7, 2010	Jan 19, 2011	104	Firm change	Other

Relationships

Registered with (6)

→ D.B. ROOT & COMPANY, LLCRegistered adviserregistration: current employment
Jan 5, 2018 to presentfactForm ADV
→ R. APPLEGATE & ASSOCIATES LLCRegistered adviserregistration: previous registration
Jan 8, 2018 to Dec 31, 2018factForm ADV
→ CANTOR FITZGERALD WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Apr 2, 2015 to Jan 4, 2018factForm ADV
→ FIRST COMMONWEALTH FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jul 6, 2012 to Nov 12, 2014factForm ADV
→ ESSEX NATIONAL SECURITIES, INC.Registered adviserregistration: previous registration
Jan 19, 2011 to Apr 9, 2014factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Aug 26, 2010 to Oct 7, 2010factForm ADV

Dated events

No dated event names this entity yet.