DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)31 years in industry

M•••••• G•••• O•••••••••

Advisor at L•• F•••••••• L••

BRIDGEVILLE, PA

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 31, 2005 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 22, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Sep 19, 2019	n/a	yes	BRIDGEVILLE, PA	Current employment
C••••• A•••••• N••••••• L••	Former SEC adviser	Sep 3, 2013	Sep 25, 2019	no	BRIDGEVILLE, PA\|PITTSBURGH, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• A•••••• N••••••• L••	L•• F•••••••• L••	Sep 25, 2019	Sep 19, 2019	-6	Firm change	Ibd to ibd
W••••• S••••• S••••••••• I•••	S••••••••• B•••••••• S•••••••	Sep 3, 2013	May 11, 2011

Team moves

••• Locked

Team	Left	Joined	From	Kind
13572:6413:PA:2019-09-25	Sep 25, 2019	Sep 19, 2019	PITTSBURGH, PA	Firm change

Relationships

Registered with (5)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Sep 19, 2019 to presentfactForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Sep 3, 2013 to Sep 25, 2019factForm ADV
→ W••••• S••••• S••••••••• I•••Registered adviserregistration: previous registration
Jul 19, 2007 to Sep 3, 2013factForm ADV
→ S••••••••• B•••••••• S•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 31, 2005
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.