DFX Intelligence

T••••• C•••••• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

T••••• C•••••• P••••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

ALLISON PARK, PA

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Search this name across graphsid dfx:ria:c88ac86a-73ce-db53-fa8e-b6f707af2ccd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 1, 2022 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: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Oct 31, 2022	n/a	yes	ALLISON PARK, PA	Current employment
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Oct 21, 2022	Nov 22, 2022	no	Pittsburgh - Wexford, PA\|Allison Park, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• W• B•••• • C•• I•••••••••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Nov 22, 2022	Oct 31, 2022	-22	Firm change	RIA to ibd
H••••••••• I•••	R••••• W• B•••• • C•• I•••••••••	Oct 21, 2022	Oct 21, 2022

Relationships

Registered with (3)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Oct 31, 2022 to presentfactForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Oct 21, 2022 to Nov 22, 2022factForm ADV
→ H••••••••• I•••Registered adviserregistration: previous registration
Mar 1, 2022 to Oct 21, 2022factForm ADV

Dated events

Occurred
Nov 22, 2022
Advisor changed firm
T••••• C•••••• P•••••• left R••••• W• B•••• • C•• I••••••••• for C•••••••• I••••••••• R••••••• A•••••••• I••• (registered 2022-10-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c88ac86a-73ce-db53-fa8e-b6f707af2ccd
First observed: Mar 1, 2022
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.