DFX Intelligence
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Advisor at E• E• P••••• • C•••••• I•••
SEVEN FIELDS, 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 |
|---|---|---|---|---|---|---|
| E• E• P••••• • C•••••• I••• | State registered | Dec 17, 2025 | n/a | yes | SEVEN FIELDS, PA|SEVEN FIELDS, PA | Current employment |
| O•••• W•••••• I••• | Bd affiliated wealth | Jan 24, 2025 | Apr 2, 2025 | no | SEWICKLEY, PA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| O•••• W•••••• I••• | E• E• P••••• • C•••••• I••• | Apr 2, 2025 | Dec 17, 2025 | 259 | Firm change | Ibd to state RIA |
| O•••• F•• I••• | O•••• W•••••• I••• | Jan 24, 2025 | Jan 24, 2025 |
| O•••• F•• I••• | Former SEC adviser | May 26, 2017 | Jan 24, 2025 | no | PITTSBURGH, PA|SEWICKLEY, PA | Previous registration |
| O••••••••• • C•• I••• | Bd affiliated wealth | Apr 24, 2013 | Apr 11, 2017 | no | PITTSBURGH, PA | Previous registration |
| P•• W••••• M••••••••• | Bd affiliated wealth | Jan 1, 2010 | Apr 18, 2013 | no | PITTSBURGH, PA|MONROEVILLE, PA | Previous registration |
| Bulk transfer |
| Ibd to ibd |
| O••••••••• • C•• I••• | O•••• F•• I••• | Apr 11, 2017 | May 26, 2017 | 45 | Firm change | Other |
| P•• W••••• M••••••••• | O••••••••• • C•• I••• | Apr 18, 2013 | Apr 24, 2013 | 6 | Firm change | Other |