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D••••••• M•••• R••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

D••••••• M•••• R••••

Advisor at A•••• W••••• M••••••••• L••

ATLANTA, GA | Pittsburgh, PA

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Search this name across graphsid dfx:ria:a9ab864b-2d24-60e9-aad5-35aea0f14503

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 13, 2006 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: A•••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 26, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• W••••• M••••••••• L••	Independent wealth	Jun 11, 2026	n/a	yes	Pittsburgh, PA\|ATLANTA, GA	Current employment
F••••	Independent wealth	Oct 31, 2018	Nov 17, 2025	no	Glen Allen, VA\|WEST PALM BEACH, FL\|Pittsburg, PA\|Pittsburgh, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••	A•••• W••••• M••••••••• L••	Nov 17, 2025	Jun 11, 2026	206	Firm change	RIA to RIA
M••••••••• R•••••••••	F••••	Oct 22, 2018	Oct 31, 2018

Relationships

Registered with (4)

→ A•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jun 11, 2026 to presentfactForm ADV
→ F••••Registered adviserregistration: previous registration
Oct 31, 2018 to Nov 17, 2025factForm ADV
→ M••••••••• R•••••••••Registered adviserregistration: previous registration
Aug 2, 2017 to Oct 22, 2018factForm ADV
→ U••• F•••••••• P••••••• S•••••••

Dated events

Occurred
Nov 17, 2025
Advisor changed firm
D••••••• M•••• R•••• left Facet for A•••• W••••• M••••••••• L•• (registered 2026-06-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a9ab864b-2d24-60e9-aad5-35aea0f14503
First observed: Jul 13, 2006
Last observed: Sep 15, 2026 7 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.