DFX Intelligence

E•••••••• D•••••• K••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

E•••••••• D•••••• K••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

Pittsburgh, PA

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Search this name across graphsid dfx:ria:973a434d-14f2-b32e-7dcc-9eb3edb40ba2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 6, 2019 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: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••••• F•••••••• P••••••• A•••••••	No RAUM reported	Mar 10, 2026	n/a	yes	Pittsburgh, PA	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Aug 1, 2024	n/a	yes	Pittsburgh, PA\|Pittsburgh, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• S••••••••• C••••	M•• A•••••••• A• D••••••• O• F•••••••• M••• L••	Jul 12, 2024	Dec 6, 2019	-1,680	Firm change after gap	Other
F•••••••• I••••••••• C•••••••••	F•••••••• G••••• I••••••••• M••••••••• C••••	Jul 12, 2024

Relationships

Registered with (6)

→ D••••• F•••••••• P••••••• A•••••••Registered adviserregistration: current employment
Mar 10, 2026 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Aug 1, 2024 to presentfactForm ADV
→ F•••••••• I••••••••• C•••••••••Registered adviserregistration: previous registration
Dec 6, 2019 to Jul 12, 2024factForm ADV
→ F•••••••• G••••• I••••••••• M••••••••• C••••

Dated events

Occurred
Jul 12, 2024
Advisor changed firm
E•••••••• D•••••• K•••• left F•••••••• S••••••••• C•••• for M•• A•••••••• A• D••••••• O• F•••••••• M••• L•• (registered 2019-12-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:973a434d-14f2-b32e-7dcc-9eb3edb40ba2
First observed: Dec 6, 2019
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.