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

P•••• V• D••••••

F•••• P••••••• W•••••• L••independent RIAPittsburgh, PaIA-onlyIAPD 6119732

Feed of 09/14/2026

Also filed as P•••• Vincent D••••••

At current firm

0 y

since Jul 13, 2026

In the industry

13 y

since Jul 31, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

F•••• P••••••• W•••••• L•• independent RIA current
since Jul 13, 2026 · Pittsburgh, Pa
A••••••••• F•••••••• S•••••••• L•• national BD
Jan 12, 2022 to Nov 25, 2024 · Greensburg, Pa
J••• M••••• S••••••••• L•• wirehouse
Jan 8, 2021 to Jan 10, 2022 · Pittsburgh, Pa
L•• F•••••••• L•• BD affiliated
Aug 6, 2019 to Mar 13, 2020 · Sewickley, Pa
S•••••• W••••• P•••••••• L•• BD affiliated
Jul 17, 2019 to Mar 6, 2020 · Sewickley, Pa
A••••••••• F•••••••• S•••••••• L•• national BD
Sep 14, 2017 to Mar 19, 2019 · Greensburg, Pa

Moves

a registration end followed by a registration begin elsewhere

A••••••••• F•••••••• S•••••••• L•• to F•••• P••••••• W•••••• L••
left Nov 25, 2024, registered Jul 13, 2026 (595 days) · Affiliated broker-dealer or bank to independent RIA
J••• M••••• S••••••••• L•• to A••••••••• F•••••••• S•••••••• L••
left Jan 10, 2022, registered Jan 12, 2022 (2 days) · Wirehouse to affiliated broker-dealer or bank
L•• F•••••••• L•• to J••• M••••• S••••••••• L••
left Mar 13, 2020, registered Jan 8, 2021 (301 days) · Affiliated broker-dealer or bank to wirehouse
S•••••• W••••• P•••••••• L•• to L•• F•••••••• L••
left Mar 6, 2020, registered Aug 6, 2019 (-213 days) · RIA to RIA
A••••••••• F•••••••• S•••••••• L•• to S•••••• W••••• P•••••••• L••
left Mar 19, 2019, registered Jul 17, 2019 (120 days) · Affiliated broker-dealer or bank to independent RIA

Signals

P•••• V• D•••••• left A••••••••• F•••••••• S•••••••• L•• for F•••• P••••••• W•••••• L•• (registered 2026-07-13)
Nov 25, 2024 · Advisor changed firm · fact
P•••• V• D•••••• left J••• M••••• S••••••••• L•• for A••••••••• F•••••••• S•••••••• L•• (registered 2022-01-12)
Jan 10, 2022 · Advisor changed firm · fact

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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address