DFX Intelligence

P•••••• W•••••• F•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst25 years in industry

P•••••• W•••••• F•••••

Advisor at O•••••• C•••••• M••••••••• L••

PITTSBURGH, PA | O••••••, PA

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Search this name across graphsid dfx:ria:e78ed431-ad12-a0dd-0316-a1323554b326

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 25, 2008 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: O•••••• C•••••• M••••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Feb 21, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••• C•••••• M••••••••• L••	Other adviser	Oct 14, 2025	n/a	yes	PITTSBURGH, PA\|O••••••, PA	Current employment
B••••••••• I••••••••• C•••••••••	Former SEC adviser	Mar 8, 2013	Dec 3, 2025	no	PITTSBURGH, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• I••••••••• C•••••••••	O•••••• C•••••• M••••••••• L••	Dec 3, 2025	Oct 14, 2025	-50	Firm change after gap	Other
S•••••••• D•••• W••••• M••••••••• A•••••••• L•	B••••••••• I••••••••• C•••••••••	Nov 12, 2012	Mar 8, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
125216:128939:PA:2025-12-03	Dec 3, 2025	Oct 14, 2025	PITTSBURGH, PA	Firm change after gap

Relationships

Registered with (3)

→ O•••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Oct 14, 2025 to presentfactForm ADV
→ B••••••••• I••••••••• C•••••••••Registered adviserregistration: previous registration
Mar 8, 2013 to Dec 3, 2025factForm ADV
→ S•••••••• D•••• W••••• M••••••••• A•••••••• L•Registered adviserregistration: previous registration
Jul 25, 2008 to Nov 12, 2012factForm ADV

Dated events

Occurred
Dec 3, 2025
Advisor changed firm
P•••••• W•••••• F••••• left B••••••••• I••••••••• C••••••••• for O•••••• C•••••• M••••••••• L•• (registered 2025-10-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e78ed431-ad12-a0dd-0316-a1323554b326
First observed: Jul 25, 2008
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.