DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

E•••••••• M••• A••••

Advisor at F•••••••• S••••••••• C••••

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:f6d4ecd3-1c48-7718-3134-102228e5c9c7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 6, 2002 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: F•••••••• S••••••••• C••••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Aug 23, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• S••••••••• C••••	No RAUM reported	Nov 21, 2019	n/a	yes	PITTSBURGH, PA	Current employment
J••••• M••••••••• S•••• L••	Bd affiliated wealth	Jun 11, 2007	Nov 5, 2019	no	PITTSBURGH, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••••• M••••••••• S•••• L••	F•••••••• S••••••••• C••••	Nov 5, 2019	Nov 21, 2019	16	Firm change	Other
F•••••••• I••••••••• C•••••••••	J••••• M••••••••• S•••• L••	Jun 8, 2007	Jun 11, 2007

Relationships

Registered with (3)

→ F•••••••• S••••••••• C••••Registered adviserregistration: current employment
Nov 21, 2019 to presentfactForm ADV
→ J••••• M••••••••• S•••• L••Registered adviserregistration: previous registration
Jun 11, 2007 to Nov 5, 2019factForm ADV
→ F•••••••• I••••••••• C•••••••••Registered adviserregistration: previous registration
May 6, 2002 to Jun 8, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6d4ecd3-1c48-7718-3134-102228e5c9c7
First observed: May 6, 2002
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.