DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

S•••••••• G• B•••••

Advisor at C••••••••• F•••••••• P•••••••

MCMURRAY, PA

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Search this name across graphsid dfx:ria:e6d55c77-e5db-d9d9-1b87-c0d0e96400f2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jul 9, 2003 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: C••••••••• F•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 16, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• F•••••••• P•••••••	Independent wealth	Nov 18, 2024	n/a	yes	MCMURRAY, PA	Current employment
E••• L••	Independent wealth	Jun 4, 2022	Oct 22, 2024	no	PITTSBURGH, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••• L••	C••••••••• F•••••••• P•••••••	Oct 22, 2024	Nov 18, 2024	27	Firm change	RIA to RIA
N•••••• A•••••••	E••• L••	May 12, 2022	Jun 4, 2022

Relationships

Registered with (6)

→ C••••••••• F•••••••• P•••••••Registered adviserregistration: current employment
Nov 18, 2024 to presentfactForm ADV
→ E••• L••Registered adviserregistration: previous registration
Jun 4, 2022 to Oct 22, 2024factForm ADV
→ N•••••• A•••••••Registered adviserregistration: previous registration
Feb 16, 2022 to May 12, 2022factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

Occurred
Oct 22, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
May 12, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6d55c77-e5db-d9d9-1b87-c0d0e96400f2
First observed: Jul 9, 2003
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.