DFX Intelligence

M•••••• J••••• M••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

M•••••• J••••• M••••••••

Advisor at S•••• O•• A•••••••

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:93783986-50b7-6c2e-8c73-738f8e4eca93

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 19, 2008 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•••• O•• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 15, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••• O•• A•••••••	State registered	Jun 18, 2019	n/a	yes	PITTSBURGH, PA	Current employment
C•••••• A•••••••	Bd affiliated wealth	Apr 25, 2014	Jun 20, 2019	no	PITTSBURGH, PA\|Pittsburgh, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A•••••••	S•••• O•• A•••••••	Jun 20, 2019	Jun 18, 2019	-2	Firm change	Ibd to state RIA
L•••••• I•••••••••	C•••••• A•••••••	Jun 20, 2019	Apr 25, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
519:162200:PA:2019-06-06	Jun 20, 2019	Apr 25, 2014	WEXFORD, PA	Firm change after gap

Relationships

Registered with (4)

→ S•••• O•• A•••••••Registered adviserregistration: current employment
Jun 18, 2019 to presentfactForm ADV
→ C•••••• A•••••••Registered adviserregistration: previous registration
Apr 25, 2014 to Jun 20, 2019factForm ADV
→ L•••••• I•••••••••Registered adviserregistration: previous registration
Apr 1, 2011 to Jun 20, 2019factForm ADV
→ G•••••• S•••• W••••• S•••••••• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:93783986-50b7-6c2e-8c73-738f8e4eca93
First observed: Sep 19, 2008
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.