DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)40 years in industry

R•••••• M•••••• B•••••••••

Advisor at R••••• W• B•••• • C•• I•••••••••

Pittsburgh - Wexford, PA

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Search this name across graphsid dfx:ria:aa0fe44d-9540-fe70-50b1-3f2590cec720

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 4, 2002 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: R••••• W• B•••• • C•• I•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jun 5, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Oct 21, 2022	n/a	yes	Pittsburgh - Wexford, PA	Current employment
H••••••••• I•••	Former SEC adviser	Apr 4, 2002	Oct 21, 2022	no	PITTSBURGH, PA\|WEXFORD, PA\|WEXFORD, PA\|WEXFORD, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••••• I•••	R••••• W• B•••• • C•• I•••••••••	Oct 21, 2022	Oct 21, 2022	0	Bulk transfer	Ibd to RIA

Relationships

Registered with (2)

→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: current employment
Oct 21, 2022 to presentfactForm ADV
→ H••••••••• I•••Registered adviserregistration: previous registration
Apr 4, 2002 to Oct 21, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aa0fe44d-9540-fe70-50b1-3f2590cec720
First observed: Apr 4, 2002
Last observed: Sep 14, 2026 8 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.