DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analystdual registered (broker-dealer)26 years in industry

J••• E• P••••

Advisor at M••••• S••••••

Pittsburgh, PA

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Search this name across graphsid dfx:ria:dbb0eeb4-5e6a-7526-742a-fe7652b92d01

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 2
Observed: Feb 29, 2000 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••• E•••••• P••••

Private equity principal · key crd individual, shared individual crd

Venture Capitalidentity

J••• E•••••• P••••

Venture principal · key crd individual, shared individual crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Feb 29, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Jun 27, 2025	n/a	yes	Pittsburgh, PA	Current employment
A••••• P•••	Former SEC adviser	Feb 14, 2003	Jan 13, 2016	no	BETHLEHEM, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• P•••	M••••• S••••••	Jan 13, 2016	Jun 27, 2025	3,453	Firm change after gap	Other

Relationships

Registered with (2)

→ M••••• S••••••Registered adviserregistration: current employment
Jun 27, 2025 to presentfactForm ADV
→ A••••• P•••Registered adviserregistration: previous registration
Feb 14, 2003 to Jan 13, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dbb0eeb4-5e6a-7526-742a-fe7652b92d01
First observed: Feb 29, 2000
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.