DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

L••••••• E•••••• E••••

Advisor at V•••• I••••••••• M••••••••• L••

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:aaa731eb-aa77-256c-2528-2e9f46a2f1ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 30, 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: V•••• I••••••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 30, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• I••••••••• M••••••••• L••	Independent wealth	Jun 6, 2018	n/a	yes	PITTSBURGH, PA	Current employment
G••••••• I••••••••• A•••••••• I•••••••••	Independent wealth	Jun 11, 2015	Jun 1, 2018	no	PITTSBURGH, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••• I••••••••• A•••••••• I•••••••••	V•••• I••••••••• M••••••••• L••	Jun 1, 2018	Jun 6, 2018	5	Firm change	RIA to RIA
S••••• C•••••• M••••••••• I••	G••••••• I••••••••• A•••••••• I•••••••••	May 11, 2004	Jun 11, 2015

Relationships

Registered with (3)

→ V•••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Jun 6, 2018 to presentfactForm ADV
→ G••••••• I••••••••• A•••••••• I•••••••••Registered adviserregistration: previous registration
Jun 11, 2015 to Jun 1, 2018factForm ADV
→ S••••• C•••••• M••••••••• I••Registered adviserregistration: previous registration
Sep 30, 2002 to May 11, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aaa731eb-aa77-256c-2528-2e9f46a2f1ca
First observed: Sep 30, 2002
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.