DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant12 years in industry

T••••• M• Y•••

Advisor at R•••••• E•••

BEAVER, PA

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Search this name across graphsid dfx:ria:93e547f6-adaa-9be3-233c-b601297515ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 24, 2018 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: R•••••• E•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• E•••	Independent wealth	Jan 4, 2022	n/a	yes	BEAVER, PA	Current employment
R•••••• E•••	Independent wealth	Apr 21, 2021	Dec 31, 2021	no	BEAVER, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••• L••	R•••••• E•••	Jul 15, 2021	Apr 21, 2021	-85	Firm change after gap	RIA to new firm
N••••••••• M••••• I••••••••• S•••••••••	E••• L••	Jun 2, 2020	Jun 1, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
308977:313711:PA:2021-07-15	Jul 15, 2021	Apr 21, 2021	PITTSBURGH, PA	Firm change after gap
2881:308977:PA:2020-06-02	Jun 2, 2020	Jun 1, 2020	CRANBERRY TWP, PA	Firm change

Relationships

Registered with (3)

→ R•••••• E•••Registered adviserregistration: previous registration
Apr 21, 2021 to Dec 31, 2021factForm ADV
→ E••• L••Registered adviserregistration: previous registration
Jun 1, 2020 to Jul 15, 2021factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Jan 24, 2018 to Jun 2, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:93e547f6-adaa-9be3-233c-b601297515ca
First observed: Jan 24, 2018
Last observed: Sep 14, 2026 9 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.