A•••••••• V•••

Advisor at N•• Y••• L••• I••••••••• M••••••••• L••

Cranberry Township, PA | NEW Y•••, NY

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:de75c05e-27b2-8ef6-5f26-606ab8f75505

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

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 15, 2018 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: N•• Y••• L••• I••••••••• M••••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•• Y••• L••• I••••••••• M••••••••• L••	Asset manager	Mar 1, 2024	n/a	yes	NEW Y•••, NY\|Cranberry Township, PA	Current employment
F•••••••• G••••• I••••••••• M••••••••• C••••	Asset manager	May 13, 2019	Mar 1, 2024	no	Pittsburgh, PA\|NEW Y•••, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• I••••••••• C•••••••••	M•• A•••••••• A• D••••••• O• F•••••••• M••• L••	Mar 1, 2024	Nov 20, 2018	-1,928	Channel change	Other
M•• A•••••••• A• D••••••• O• F•••••••• M••• L••	F•••••••• G••••• I••••••••• M••••••••• C••••	Mar 1, 2024

Relationships

Registered with (5)

→ N•• Y••• L••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Mar 1, 2024 to presentfactForm ADV
→ F•••••••• I••••••••• C•••••••••Registered adviserregistration: previous registration
Nov 15, 2018 to Mar 1, 2024factForm ADV
→ F•••••••• G••••• I••••••••• M••••••••• C••••Registered adviserregistration: previous registration
May 13, 2019 to Mar 1, 2024factForm ADV
→ M•• A•••••••• A• D••••••• O• F•••••••• M••• L••

Dated events

Occurred
Mar 1, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de75c05e-27b2-8ef6-5f26-606ab8f75505
First observed: Nov 15, 2018
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.