DFX Intelligence
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Reading the graph
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Advisor at M•• P•••••• W•••••
CANONSBURG, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| M•• P•••••• W••••• | Independent wealth | Mar 27, 2025 | n/a | yes | CANONSBURG, PA | Current employment |
| G•••• P•••• A•••••••• L•• | Former SEC adviser | Apr 1, 2021 | May 1, 2025 | no | ROCKVILLE, MD|Canonsburg, PA|ROCKVILLE, MD |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| G•••• P•••• A•••••••• L•• | M•• P•••••• W••••• | May 1, 2025 | Mar 27, 2025 | -35 | Firm change after gap | Ibd to new firm |
| H• B•••• I••• | G•••• P•••• A•••••••• L•• | Apr 1, 2021 | Apr 1, 2021 |
| H• B•••• I••• | Former SEC adviser | Sep 15, 2004 | Apr 1, 2021 | no | PITTSBURGH, PA|Canonsburg, PA|ROCKVILLE, MD | Previous registration |
| P•••••••• S••••••••• I••• | Bd affiliated wealth | Dec 18, 2003 | Sep 15, 2004 | no | PITTSBURGH, PA | Previous registration |
| V••••••• I••••••••• A•••••••• I••• | n/a | Mar 18, 2002 | Dec 2, 2003 | no | PITTSBURGH, PA | Previous registration |
| 0 |
| Bulk transfer |
| Ibd to ibd |
| P•••••••• S••••••••• I••• | H• B•••• I••• | Sep 15, 2004 | Sep 15, 2004 | 0 | Firm change | Other |
| V••••••• I••••••••• A•••••••• I••• | P•••••••• S••••••••• I••• | Dec 2, 2003 | Dec 18, 2003 | 16 | Firm change | Other |