J•••• I•••••

Advisor at C•••••• P••••• W••••• M•••••••••

PITTSBURGH, 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:c8df88e5-a948-8d13-a64b-308d207ccefa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 22, 2025 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•••••• P••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• P••••• W••••• M•••••••••	Independent wealth	Apr 28, 2026	n/a	yes	PITTSBURGH, PA	Current employment
L•• E••••••••• L••	Bd affiliated wealth	Aug 22, 2025	May 1, 2026	no	PITTSBURGH, PA\|CRANBERRY TOWNSHIP, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• E••••••••• L••	C•••••• P••••• W••••• M•••••••••	May 1, 2026	Apr 28, 2026	-3	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ C•••••• P••••• W••••• M•••••••••Registered adviserregistration: current employment
Apr 28, 2026 to presentfactForm ADV
→ L•• E••••••••• L••Registered adviserregistration: previous registration
Aug 22, 2025 to May 1, 2026factForm ADV

Dated events

Occurred
May 1, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c8df88e5-a948-8d13-a64b-308d207ccefa
First observed: Aug 22, 2025
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.