DFX Intelligence

M•••••• V•••••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)32 years in industry

M•••••• V•••••• W•••••

Advisor at B•• F•••••••• S•••••••• L••

WEXFORD, PA

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Search this name across graphsid dfx:ria:a858743e-43ca-b684-2783-02d4d92b6453

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 28, 1995 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: B•• F•••••••• S•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 5, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Aug 5, 2024	n/a	yes	WEXFORD, PA	Current employment
B•• F•••••••• S•••••••• L••	State registered	Dec 11, 2012	n/a	yes	WEXFORD, PA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• F•• I•••	L•• F•••••••• L••	Aug 5, 2024	Aug 5, 2024	0	Firm change	Ibd to ibd
W•••••• P•••••• W•••••	B•• F•••••••• S•••••••• L••	Dec 17, 2012	Dec 11, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
3870:6413:PA:2024-08-05	Aug 5, 2024	Aug 5, 2024	WEXFORD, PA	Firm change

Relationships

Registered with (5)

→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jun 2, 2010 to Dec 17, 2012factForm ADV
→ B•• F•••••••• S•••••••• L••Registered adviserregistration: current employment
Dec 11, 2012 to presentfactForm ADV
→ O•••• F•• I•••Registered adviserregistration: previous registration
Dec 12, 2012 to Aug 5, 2024factForm ADV
→ W•••••• P•••••• W•••••

Dated events

Occurred
Aug 5, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a858743e-43ca-b684-2783-02d4d92b6453
First observed: Sep 28, 1995
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.