DFX Intelligence
Reading the graph
Reading the graph
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Advisor at C••••••••• F•••••••• P•••••••
Pittsburgh, PA | MCMURRAY, 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 |
|---|---|---|---|---|---|---|
| C••••••••• F•••••••• P••••••• | Independent wealth | Oct 15, 2025 | n/a | yes | Pittsburgh, PA|MCMURRAY, PA | Current employment |
| U•• S••••••••• I••• | No RAUM reported | Aug 18, 2023 | Oct 10, 2025 | no | GLASTONBURY, CT|Pittsburgh, PA|Pittsburgh, PA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U•• S••••••••• I••• | C••••••••• F•••••••• P••••••• | Oct 10, 2025 | Oct 15, 2025 | 5 | Firm change | Other |
| F••• P••• C•••••• G••••• L•• | U•• S••••••••• I••• | Apr 4, 2023 | Aug 18, 2023 |
| F••• P••• C•••••• G••••• L•• | Former SEC adviser | Aug 17, 2021 | Apr 4, 2023 | no | P•••SBURGH, PA | Previous registration |
| K••••• A••••••• S•••••••• L•• | Bd affiliated wealth | Mar 20, 2019 | Aug 11, 2021 | no | Pittsburgh, PA|AUSTIN, TX | Previous registration |
| G••••• R••••••••• P••••••• L•• | Institutional manager | Jun 30, 2017 | Feb 23, 2019 | no | Pittsburgh, PA|SAN RAFAEL, CA | Previous registration |
| 136 |
| Firm change |
| Other |
| K••••• A••••••• S•••••••• L•• | F••• P••• C•••••• G••••• L•• | Aug 11, 2021 | Aug 17, 2021 | 6 | Firm change | Ibd to RIA |
| G••••• R••••••••• P••••••• L•• | K••••• A••••••• S•••••••• L•• | Feb 23, 2019 | Mar 20, 2019 | 25 | Firm change | Other |