DFX Intelligence

B•••• D•••• S••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor26 years in industry

B•••• D•••• S••••

Advisor at M•• S••••••••• L••

••• Locked

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:9e1245b9-fa17-8870-96ed-1daa06eb6da1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 13, 2002 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: M•• S••••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Mar 17, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• S••••••••• L••	No RAUM reported	Jan 8, 2026	n/a	yes	Upper St. Clair, PA\|Pittsburgh, PA\|Boston, MA\|Canonsburg, PA	Current employment
C••••••••• F•••••••• P•••••••	Independent wealth	Jul 6, 2021	Sep 12, 2025	no	MCMURRAY, PA\|Sewickley, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• P•••••••	M•• S••••••••• L••	Sep 12, 2025	Jan 8, 2026	118	Firm change	Other
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	C••••••••• F•••••••• P•••••••	Jul 7, 2021	Jul 6, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:311980:PA:2021-07-07	Jul 7, 2021	Jul 6, 2021	MCMURRAY, PA	Firm change

Relationships

Registered with (5)

→ M•• S••••••••• L••Registered adviserregistration: current employment
Jan 8, 2026 to presentfactForm ADV
→ C••••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Jul 6, 2021 to Sep 12, 2025factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 11, 2021 to Jul 7, 2021factForm ADV
→ G••••• R••••••••• P••••••• L••

Dated events

Occurred
Sep 12, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9e1245b9-fa17-8870-96ed-1daa06eb6da1
First observed: May 13, 2002
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.