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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

S••• B•••• B•••••

P•••••• A•••••• G••••• L••BD affiliatedLigonier, Pa dual registrantIAPD 4478676

Certified Financial Planner

Feed of 09/15/2026

At current firm

11 y

since Mar 20, 2015

In the industry

24 y

since May 20, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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: President & Co-Founder - Botkin Family Wealth Managementreportedprivateadvisorgroup.comfirm site, Sep 15, 2026
Designations: CFPreportedprivateadvisorgroup.comas printed on the bio page, Sep 16, 2026
Founder: “President & Co-Founder - Botkin Family Wealth Management”reportedprivateadvisorgroup.comthe sentence on the bio page
Boards named: United Way of Washington Countyreportedprivateadvisorgroup.comphrases on the bio page
Professional profile: privateadvisorgroup.com/our-team/sara-botkinreportedprivateadvisorgroup.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

P•••••• A•••••• G••••• L•• BD affiliated current
since Mar 20, 2015 · Mcmurray, Pa
M••••• S•••••• wirehouse
Jun 1, 2009 to Mar 26, 2015 · Upper St. Clair, Pa
C•••••••• G••••• M•••••• I••• BD affiliated
Jan 26, 2007 to Jun 1, 2009 · Upper St. Clair, Pa
H••••••••• I••• former
Mar 11, 2004 to Jan 29, 2007 · Canonsburg, Pa

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to P•••••• A•••••• G••••• L••
left Mar 26, 2015, registered Mar 20, 2015 (-6 days) · Other · moved with a team
C•••••••• G••••• M•••••• I••• to M••••• S••••••
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
H••••••••• I••• to C•••••••• G••••• M•••••• I•••
left Jan 29, 2007, registered Jan 26, 2007 (-3 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: Broker-dealer affiliated wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address