R•••• A••••••••

Advisor at P•• W••••• M•••••••••

PITTSBURGH, PA | East Brunswick, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:91a42219-cd94-ab34-904c-62616f345cbf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 15, 2021 to Sep 15, 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: P•• W••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 18, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	Bd affiliated wealth	Jan 24, 2025	n/a	yes	East Brunswick, NJ\|PITTSBURGH, PA	Current employment
P•••• S••••••••• L••	No RAUM reported	Jul 15, 2021	Jan 2, 2025	no	NEWARK, NJ\|NEWARK, NJ\|Hazlet, NJ\|NEWARK, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••• S••••••••• L••	P•• W••••• M•••••••••	Jan 2, 2025	Jan 24, 2025	22	Firm change	Other

Relationships

Registered with (2)

→ P•• W••••• M•••••••••Registered adviserregistration: current employment
Jan 24, 2025 to presentfactForm ADV
→ P•••• S••••••••• L••Registered adviserregistration: previous registration
Jul 15, 2021 to Jan 2, 2025factForm ADV

Dated events

Occurred
Jan 2, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:91a42219-cd94-ab34-904c-62616f345cbf
First observed: Jul 15, 2021
Last observed: Sep 15, 2026 7 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.