DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)40 years in industry

E•••• D•••• M•••

Advisor at T•••••••• A••••••• G••••• I•••

GREENSBURG, PA | FEASTERVILLE, PA

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Search this name across graphsid dfx:ria:9c7c4829-7285-7490-8ee8-3f87814c9dbd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 4, 2009 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: T•••••••• A••••••• G••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••••••• A••••••• G••••• I•••	Bd affiliated wealth	Oct 24, 2025	n/a	yes	FEASTERVILLE, PA\|GREENSBURG, PA	Current employment
M•••• M••••••••• A•••••••• I•••	n/a	Sep 4, 2009	Jun 29, 2026	no	FEASTERVILLE, PA\|FEASTERVILLE, PA\|FEASTERVILLE, PA\|FEASTERVILLE, PA\|FEASTERVILLE, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••• M••••••••• A•••••••• I•••	T•••••••• A••••••• G••••• I•••	Jun 29, 2026	Oct 24, 2025	-248	Firm change after gap	Other

Relationships

Registered with (2)

→ T•••••••• A••••••• G••••• I•••Registered adviserregistration: current employment
Oct 24, 2025 to presentfactForm ADV
→ M•••• M••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 4, 2009 to Jun 29, 2026factForm ADV

Dated events

Occurred
Jun 29, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9c7c4829-7285-7490-8ee8-3f87814c9dbd
First observed: Sep 4, 2009
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.