DFX Intelligence

R••• A••••• W••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

R••• A••••• W••••

Advisor at W••• W••••• A•••••••• L••

CANONSBURG, PA

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Search this name across graphsid dfx:ria:b4ce9b12-3178-1647-e97b-3e3cad12b6ee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 20, 2019 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: W••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••• W••••• A•••••••• L••	Independent wealth	Sep 18, 2024	n/a	yes	CANONSBURG, PA	Current employment
T••• W••••• D•••••• L••	Independent wealth	Nov 20, 2020	Aug 23, 2024	no	Canonsburg, PA\|AKRON, OH\|CANONSBURG, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••• W••••• D•••••• L••	W••• W••••• A•••••••• L••	Aug 23, 2024	Sep 18, 2024	26	Firm change	RIA to RIA
C•••••• S••••• • C••• I•••	T••• W••••• D•••••• L••	Nov 26, 2020	Nov 20, 2020

Relationships

Registered with (3)

→ W••• W••••• A•••••••• L••Registered adviserregistration: current employment
Sep 18, 2024 to presentfactForm ADV
→ T••• W••••• D•••••• L••Registered adviserregistration: previous registration
Nov 20, 2020 to Aug 23, 2024factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
May 20, 2019 to Nov 26, 2020factForm ADV

Dated events

Occurred
Aug 23, 2024
Advisor changed firm
R••• A••••• W•••• left T••• W••••• D•••••• L•• for W••• W••••• A•••••••• L•• (registered 2024-09-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b4ce9b12-3178-1647-e97b-3e3cad12b6ee
First observed: May 20, 2019
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.