DFX Intelligence
Reading the graph
Reading the graph
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Advisor at P••••••• O•••••••
Pittsburgh, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| P••••••• O••••••• | State registered | May 27, 2026 | n/a | yes | Pittsburgh, PA | Current employment |
| C•••••••• I••••••••• R••••••• A•••••••• I••• | Bd affiliated wealth | May 19, 2025 | Oct 1, 2025 | no | Irwin, PA|Pittsburgh, PA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| C•••••••• I••••••••• R••••••• A•••••••• I••• | P••••••• O••••••• | Oct 1, 2025 | May 27, 2026 | 238 | Firm change | Ibd to state RIA |
| N••••••••• M••••• I••••••••• S••••••••• | C•••••••• I••••••••• R••••••• A•••••••• I••• | Feb 10, 2025 | May 19, 2025 |
| N••••••••• M••••• I••••••••• S••••••••• | No RAUM reported | Sep 18, 2024 | Feb 10, 2025 | no | Monroeville, PA | Previous registration |
| L••••• F•••••••• A••••••• I•• | Independent wealth | Jul 1, 2021 | Jul 18, 2024 | no | PITTSBURGH, PA | Previous registration |
| A••••• A•• P••••••• S••••••• | Bd affiliated wealth | Feb 11, 2019 | Nov 13, 2020 | no | Pittsburgh, PA | Previous registration |
| 98 |
| Firm change |
| Other |
| L••••• F•••••••• A••••••• I•• | N••••••••• M••••• I••••••••• S••••••••• | Jul 18, 2024 | Sep 18, 2024 | 62 | Firm change | Other |
| A••••• A•• P••••••• S••••••• | L••••• F•••••••• A••••••• I•• | Nov 13, 2020 | Jul 1, 2021 | 230 | Firm change | Ibd to RIA |