DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

K•••••••• N••• B•••

Advisor at M••••• S••••••

Pittsburgh, PA

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Search this name across graphsid dfx:ria:f6e22cc2-4f71-f4d1-34aa-58807dc81497

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 28, 2008 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: Jan 19, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Jul 16, 2017	n/a	yes	Pittsburgh, PA	Current employment
M••••••••• • C• I••	Mixed wealth	Jan 28, 2008	May 9, 2017	no	WEXFORD, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••••• • C• I••	M••••• S••••••	May 9, 2017	Jul 16, 2017	68	Firm change	Other

Relationships

Registered with (2)

→ M••••• S••••••Registered adviserregistration: current employment
Jul 16, 2017 to presentfactForm ADV
→ M••••••••• • C• I••Registered adviserregistration: previous registration
Jan 28, 2008 to May 9, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6e22cc2-4f71-f4d1-34aa-58807dc81497
First observed: Jan 28, 2008
Last observed: Sep 14, 2026 8 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.