DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Nancy Israel Kunz

D.B. Root & Company, LLCindependent RIAPittsburgh, PaIA-onlyIAPD 1035821

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Nancy Leven Israel

At current firm

8 y

since Jan 5, 2018

In the industry

44 y

since Aug 20, 1982 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Financial Advisorreporteddbroot.comfirm site, Sep 15, 2026
Designations: CFP, CPFA, ChFC, CLUreporteddbroot.comas printed on the bio page, Sep 16, 2026
Professional profile: DBROOT.COM/team/nancy-i-kunzreporteddbroot.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

D.B. Root & Company, LLC independent RIA current
since Jan 5, 2018 · Pittsburgh, Pa
R. Applegate & Associates LLC former
Jan 8, 2018 to Dec 31, 2018 · Pittsburgh, Pa
Cantor Fitzgerald Wealth Partners, LLC former
Apr 2, 2015 to Jan 4, 2018 · Pittsburgh, Pa
First Commonwealth Financial Advisors, Inc. former
Jul 6, 2012 to Nov 12, 2014 · Pittsburgh, Pa
Essex National Securities, Inc. former
Jan 19, 2011 to Apr 9, 2014 · Wexford, Pa
MML Investors Services, LLC BD affiliated
Aug 26, 2010 to Oct 7, 2010 · Pittsburgh, Pa

Moves

a registration end followed by a registration begin elsewhere

R. Applegate & Associates LLC to no registered destination
left Dec 31, 2018 · Departure, no registered destination
Cantor Fitzgerald Wealth Partners, LLC to D.B. Root & Company, LLC
left Jan 4, 2018, registered Jan 5, 2018 (1 days) · Other
First Commonwealth Financial Advisors, Inc. to Cantor Fitzgerald Wealth Partners, LLC
left Nov 12, 2014, registered Apr 2, 2015 (141 days) · Other
Essex National Securities, Inc. to First Commonwealth Financial Advisors, Inc.
left Apr 9, 2014, registered Jul 6, 2012 (-642 days) · Other
MML Investors Services, LLC to Essex National Securities, Inc.
left Oct 7, 2010, registered Jan 19, 2011 (104 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 44derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address