DFX Intelligence

N••••• R••• G•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

N••••• R••• G•••••

Advisor at C••••••••• F•••••••• P•••••••

Sewickley, PA | MCMURRAY, PA

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Search this name across graphsid dfx:ria:aff27542-7548-f4ac-987e-bfe9b682e157

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 27, 2003 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: C••••••••• F•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• F•••••••• P•••••••	Independent wealth	Jul 2, 2021	n/a	yes	MCMURRAY, PA\|Sewickley, PA	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Mar 7, 2019	Jul 7, 2021	no	PITTSBURGH, PA\|Pittsburgh, PA\|Pittsburgh, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	C••••••••• F•••••••• P•••••••	Jul 7, 2021	Jul 2, 2021	-5	Firm change	Ibd to new firm
P•• W••••• M•••••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Mar 13, 2019	Mar 7, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:311980:PA:2021-07-07	Jul 7, 2021	Jul 2, 2021	PITTSBURGH, PA	Firm change

Relationships

Registered with (4)

→ C••••••••• F•••••••• P•••••••Registered adviserregistration: current employment
Jul 2, 2021 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Mar 7, 2019 to Jul 7, 2021factForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 1, 2004 to Mar 13, 2019factForm ADV
→ J••••• H•••••••• W••• L••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aff27542-7548-f4ac-987e-bfe9b682e157
First observed: May 27, 2003
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.