DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

P••••••• M••• J•••

Advisor at R••••• W• B•••• • C•• I•••••••••

Pittsburgh - South Hills, 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:e5256b91-c973-f7d0-2f5a-c815feb11847

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 10, 2002 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: R••••• W• B•••• • C•• I•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: May 4, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom 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
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Oct 21, 2022	n/a	yes	Pittsburgh - South Hills, PA	Current employment
H••••••••• I•••	Former SEC adviser	Mar 16, 2010	Oct 21, 2022	no	CANONSBURG, PA\|PITTSBURGH, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••••• I•••	R••••• W• B•••• • C•• I•••••••••	Oct 21, 2022	Oct 21, 2022	0	Bulk transfer	Ibd to RIA
J••••• H•••••••• W••• L••••• L••	H••••••••• I•••	Mar 31, 2003	Mar 16, 2010

Relationships

Registered with (3)

→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: current employment
Oct 21, 2022 to presentfactForm ADV
→ H••••••••• I•••Registered adviserregistration: previous registration
Mar 16, 2010 to Oct 21, 2022factForm ADV
→ J••••• H•••••••• W••• L••••• L••Registered adviserregistration: previous registration
Sep 10, 2002 to Mar 31, 2003factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Sep 14, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e5256b91-c973-f7d0-2f5a-c815feb11847
First observed: Sep 10, 2002
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.