DFX Intelligence

P•••••• J•••• E••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

P•••••• J•••• E••••

Advisor at P•• W••••• M•••••••••

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:c0e61dbb-9dd9-7d41-4a30-3d4fb6d546eb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 15, 2008 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: P•• W••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 9, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom 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
P•• W••••• M•••••••••	Bd affiliated wealth	Nov 19, 2020	n/a	yes	PITTSBURGH, PA	Current employment
C••••••• S••••••••• I•••	Bd affiliated wealth	Apr 16, 2018	Nov 10, 2020	no	MONROEVILLE, PA\|WARRENDALE, PA\|GLENSHAW, PA\|BELLEVUE, PA\|GLENSHAW, PA\|PITTSBURGH, PA\|VERONA, PA\|PITTSBURGH, PA\|OAKMONT, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• S••••••••• I•••	P•• W••••• M•••••••••	Nov 10, 2020	Nov 19, 2020	9	Firm change	Ibd to ibd
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C••••••• S••••••••• I•••	Apr 17, 2018	Apr 16, 2018

Relationships

Registered with (4)

→ P•• W••••• M•••••••••Registered adviserregistration: current employment
Nov 19, 2020 to presentfactForm ADV
→ C••••••• S••••••••• I•••Registered adviserregistration: previous registration
Apr 16, 2018 to Nov 10, 2020factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 2, 2016 to Apr 17, 2018factForm ADV
→ C••••••• C••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c0e61dbb-9dd9-7d41-4a30-3d4fb6d546eb
First observed: Aug 15, 2008
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.