DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

R••• S• G•••••••

Advisor at E••• F••••••••

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:d1b75289-3bec-3e4d-fc4b-ffac5e17daa8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 5, 2016 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: E••• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom 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
E••• F••••••••	State registered	Aug 7, 2023	n/a	yes	PITTSBURGH, PA	Current employment
S•••••••• A•••••••	No RAUM reported	Jul 9, 2024	Aug 28, 2024	no	Jefferson Hills, PA\|ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A•••••••	n/a	Aug 28, 2024	n/a	n/a	Departure no registered destination	Departure
O•••• W•••••• I•••	E••• F••••••••	Aug 8, 2023	Aug 7, 2023	-1

Relationships

Registered with (3)

→ E••• F••••••••Registered adviserregistration: current employment
Aug 7, 2023 to presentfactForm ADV
→ S•••••••• A•••••••Registered adviserregistration: previous registration
Jul 9, 2024 to Aug 28, 2024factForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Jan 5, 2016 to Aug 8, 2023factForm ADV

Dated events

Occurred
Aug 28, 2024
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 8, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1b75289-3bec-3e4d-fc4b-ffac5e17daa8
First observed: Jan 5, 2016
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.