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D•••••• G••••• B••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

D•••••• G••••• B••••••

Advisor at B••••••••• • A••••••••• I•••

CANONSBURG, PA

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Search this name across graphsid dfx:ria:b550b688-8065-5a64-ba56-d20cb5df2506

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 3, 2004 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: B••••••••• • A••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 2, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• • A••••••••• I•••	Independent wealth	Jun 2, 2017	n/a	yes	CANONSBURG, PA	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Mar 3, 2004	Jun 6, 2017	no	MCMURRAY, PA\|MCMURRAY, PA\|MCMURRAY, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	B••••••••• • A••••••••• I•••	Jun 6, 2017	Jun 2, 2017	-4	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:288336:PA:2017-06-02	Jun 6, 2017	Jun 2, 2017	MCMURRAY, PA	Firm change

Relationships

Registered with (2)

→ B••••••••• • A••••••••• I•••Registered adviserregistration: current employment
Jun 2, 2017 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 3, 2004 to Jun 6, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b550b688-8065-5a64-ba56-d20cb5df2506
First observed: Mar 3, 2004
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.