DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

C••••• R•• C••••• G•••••

Advisor at L••••• E••• A•••••••

Coraopolis, PA | SYOSSET, NY

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Search this name across graphsid dfx:ria:bb21f2cb-62b8-2e8e-f529-0084db3ba20b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 26, 2010 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: L••••• E••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 3, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••• E••• A•••••••	Independent wealth	Jun 26, 2026	n/a	yes	Coraopolis, PA\|SYOSSET, NY	Current employment
A••••• A•• P••••••• S•••••••	Bd affiliated wealth	Sep 29, 2025	Jun 5, 2026	no	Coraopolis, PA\|Pittsburgh, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• A•• P••••••• S•••••••	L••••• E••• A•••••••	Jun 5, 2026	Jun 26, 2026	21	Firm change	Ibd to RIA
H••••••••• F•••••••• A•••••••	A••••• A•• P••••••• S•••••••	Aug 29, 2018	Sep 29, 2025

Relationships

Registered with (5)

→ L••••• E••• A•••••••Registered adviserregistration: current employment
Jun 26, 2026 to presentfactForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Sep 29, 2025 to Jun 5, 2026factForm ADV
→ H••••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Dec 11, 2015 to Aug 29, 2018factForm ADV
→ C••••••• S••••••••• I•••

Dated events

Occurred
Jun 5, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bb21f2cb-62b8-2e8e-f529-0084db3ba20b
First observed: Oct 26, 2010
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.