DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

E•••••••• A•••••• B••••••

Advisor at M••••• S••••••

Upper St. Clair, PA | Pittsburgh, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 29, 2004 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Nov 19, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Jan 27, 2011	n/a	yes	Pittsburgh, PA\|Upper St. Clair, PA\|Pittsburgh, PA	Current employment
M••••• S•••••• • C•• L••	n/a	Apr 2, 2007	Jun 1, 2009	no	PITTSBURG, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S•••••• • C•• L••	M••••• S••••••	Jun 1, 2009	Jan 27, 2011	605	Bulk transfer	Other
M••••• S•••••• D• I•••	M••••• S•••••• • C•• L••	Apr 2, 2007	Apr 2, 2007

Relationships

Registered with (4)

→ M••••• S••••••Registered adviserregistration: current employment
Jan 27, 2011 to presentfactForm ADV
→ M••••• S•••••• • C•• L••Registered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ M••••• S•••••• D• I•••Registered adviserregistration: previous registration
Nov 21, 2005 to Apr 2, 2007factForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 29, 2004
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.