DFX Intelligence

P••• L•••••• F•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner31 years in industry

P••• L•••••• F•••

Advisor at C••••••••• F•••••••• P•••••••

MCMURRAY, PA

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Search this name across graphsid dfx:ria:a17ced77-8454-d5c8-2579-576b323bb9ed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 16, 2011 to Sep 14, 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: C••••••••• F•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 21, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• F•••••••• P•••••••	Independent wealth	Mar 15, 2024	n/a	yes	MCMURRAY, PA\|MCMURRAY, PA	Current employment
S•••••• N••••••• • C••••••• I•••••••••	National bd RIA	Jun 16, 2011	Apr 4, 2024	no	PITTSBURGH, PA\|ST. LOUIS, MO\|PITTSBURGH, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• N••••••• • C••••••• I•••••••••	C••••••••• F•••••••• P•••••••	Apr 4, 2024	Mar 15, 2024	-20	Firm change	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
793:311980:PA:2024-04-04	Apr 4, 2024	Mar 15, 2024	PITTSBURGH, PA	Firm change

Relationships

Registered with (2)

→ C••••••••• F•••••••• P•••••••Registered adviserregistration: current employment
Mar 15, 2024 to presentfactForm ADV
→ S•••••• N••••••• • C••••••• I•••••••••Registered adviserregistration: previous registration
Jun 16, 2011 to Apr 4, 2024factForm ADV

Dated events

Occurred
Apr 4, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a17ced77-8454-d5c8-2579-576b323bb9ed
First observed: Jun 16, 2011
Last observed: Sep 14, 2026 9 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.