DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor11 years in industry

B•••••• M•••••• D•••••••

Advisor at C•••••• A• W••••• M•••••••••

Cranberry Township, PA | CRANBERRY TWP., PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c5d3460d-0422-3227-29a9-203aaffe4684

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 26, 2017 to Sep 15, 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•••••• A• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• A• W••••• M•••••••••	Independent wealth	Nov 22, 2023	n/a	yes	Cranberry Township, PA\|CRANBERRY TWP., PA	Current employment
A• W••••• M••••••••• L••	Bd affiliated wealth	Oct 26, 2017	Mar 27, 2024	no	NEW CASTLE, PA\|New Castle, PA\|Cranberry Township, PA\|Cranberry Township, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W••••• M••••••••• L••	C•••••• A• W••••• M•••••••••	Mar 27, 2024	Nov 22, 2023	-126	Firm change after gap	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
282580:328863:PA:2024-03-27	Mar 27, 2024	Nov 22, 2023	CRANBERRY TOWNSHIP, PA	Firm change after gap

Relationships

Registered with (2)

→ C•••••• A• W••••• M•••••••••Registered adviserregistration: current employment
Nov 22, 2023 to presentfactForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 26, 2017 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 27, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c5d3460d-0422-3227-29a9-203aaffe4684
First observed: Oct 26, 2017
Last observed: Sep 15, 2026 7 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.