DFX Intelligence

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

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RIA / WealthAdvisor40 years in industry

F•••• R••••• B•••••••

Advisor at M••••••• F•••••••• A•••••••• I•••

Pittsburgh, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 9, 1994 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: M••••••• F•••••••• A•••••••• I•••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Mar 11, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• F•••••••• A•••••••• I•••	Former SEC adviser	Oct 28, 2025	n/a	yes	Pittsburgh, PA	Current employment
G••••••• I••••••••• A•••• M•••••••••	n/a	May 9, 1994	Jan 24, 2003	no	PITTSBURGH, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••• I••••••••• A•••• M•••••••••	M••••••• F•••••••• A•••••••• I•••	Jan 24, 2003	Oct 28, 2025	8,313	Firm change after gap	Other

Relationships

Registered with (2)

→ M••••••• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Oct 28, 2025 to presentfactForm ADV
→ G••••••• I••••••••• A•••• M•••••••••Registered adviserregistration: previous registration
May 9, 1994 to Jan 24, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 9, 1994
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.