O••• R•••••

Advisor at W•••• F•••• A•••••••

PHILADELPHIA, PA | NEWTOWN SQUARE, PA

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:94ac4cee-0ba9-8e57-c47f-0ab638aa0c0c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 16, 2009 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Oct 19, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Jan 10, 2025	n/a	yes	NEWTOWN SQUARE, PA\|PHILADELPHIA, PA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	May 19, 2011	Jan 24, 2025	no	PENNINGTON, NJ\|JENKINTOWN, PA\|FAIRLESS HILLS, PA\|FAIRLESS HILLS, PA\|NEWTOWN, PA\|LANGHORNE, PA\|MERCERVILLE, NJ\|ISELIN, NJ\|MORRISVILLE, PA\|LAWRENCEVILLE, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	W•••• F•••• A•••••••	Jan 24, 2025	Jan 10, 2025	-14	Firm change	Wirehouse to wirehouse
E•••••••• A•••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Jan 20, 2011	May 19, 2011

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:19616:NJ:2025-01-24	Jan 24, 2025	Jan 10, 2025	LAWRENCEVILLE, NJ	Firm change

Relationships

Registered with (4)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Jan 10, 2025 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
May 19, 2011 to Jan 24, 2025factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 16, 2010 to Jan 20, 2011factForm ADV
→ E•• F•••••••• A•••••••

Dated events

Occurred
Jan 24, 2025
Advisor changed firm
O••• R••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for W•••• F•••• A••••••• (registered 2025-01-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:94ac4cee-0ba9-8e57-c47f-0ab638aa0c0c
First observed: Apr 16, 2009
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.