DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

M•••••• B••••• B•••••

Advisor at E••• L••

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:f0721d62-c66a-fd13-0c5e-bc293a2d59ea

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 17, 2011 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: E••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••• L••	Independent wealth	Jun 1, 2020	n/a	yes	PITTSBURGH, PA	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Oct 17, 2011	Jun 2, 2020	no	PITTSBURGH, PA\|Pittsburgh, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	E••• L••	Jun 2, 2020	Jun 1, 2020	-1	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
2881:308977:PA:2020-06-02	Jun 2, 2020	Jun 1, 2020	PITTSBURGH, PA	Firm change

Relationships

Registered with (2)

→ E••• L••Registered adviserregistration: current employment
Jun 1, 2020 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Oct 17, 2011 to Jun 2, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f0721d62-c66a-fd13-0c5e-bc293a2d59ea
First observed: Oct 17, 2011
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.