L•••• E• V••••

Advisor at M••••••

Pittsburgh, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fca22320-646c-2b1b-0d95-eecec9de907c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 31, 2020 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••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 20, 1989earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Oct 3, 2022	n/a	yes	Pittsburgh, PA	Current employment
E•••••••• W••••• C••••••••• L••	Former SEC adviser	Aug 31, 2020	Oct 17, 2022	no	PITTSBURGH, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• W••••• C••••••••• L••	M••••••	Oct 17, 2022	Oct 3, 2022	-14	Firm change	RIA to ibd

Team moves

••• Locked

Team	Left	Joined	From	Kind
141529:140195:PA:2022-10-17	Oct 17, 2022	Oct 3, 2022	PITTSBURGH, PA	Firm change

Relationships

Registered with (2)

→ M••••••Registered adviserregistration: current employment
Oct 3, 2022 to presentfactForm ADV
→ E•••••••• W••••• C••••••••• L••Registered adviserregistration: previous registration
Aug 31, 2020 to Oct 17, 2022factForm ADV

Dated events

Occurred
Oct 17, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fca22320-646c-2b1b-0d95-eecec9de907c
First observed: Aug 31, 2020
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.