W•• S•• E•••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Pittsburgh, PA | Gibsonia, 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:9a3f9cd6-21ba-4447-0a9f-956f84440c51

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 27, 2011 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 9, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	May 25, 2022	n/a	yes	Gibsonia, PA\|Pittsburgh, PA	Current employment
W•••••• P•••••• W•••••	Independent wealth	May 11, 2018	May 17, 2022	no	BRIDGEVILLE, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• P•••••• W•••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	May 17, 2022	May 25, 2022	8	Firm change	RIA to ibd
H••••• A••••••••• L••	W•••••• P•••••• W•••••	Jan 14, 2014	May 11, 2018

Relationships

Registered with (3)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
May 25, 2022 to presentfactForm ADV
→ W•••••• P•••••• W•••••Registered adviserregistration: previous registration
May 11, 2018 to May 17, 2022factForm ADV
→ H••••• A••••••••• L••Registered adviserregistration: previous registration
Jan 27, 2011 to Jan 14, 2014factForm ADV

Dated events

Occurred
May 17, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a3f9cd6-21ba-4447-0a9f-956f84440c51
First observed: Jan 27, 2011
Last observed: Sep 15, 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.