DFX Intelligence

C••••••••• S• F•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

C••••••••• S• F•••••

Advisor at B••• M••• T•••• A•••••••• L••

PHILADELPHIA, PA | Doylestown, PA

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Search this name across graphsid dfx:ria:12d7a424-b3c9-d4c9-1269-b14f5af9d691

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 18, 2006 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: B••• M••• T•••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• M••• T•••• A•••••••• L••	Independent wealth	Jan 8, 2025	n/a	yes	Doylestown, PA\|PHILADELPHIA, PA	Current employment
T••••• A••••••• S•••••••• I•••	Bd affiliated wealth	Sep 29, 2020	Nov 25, 2024	no	WARMINSTER, PA\|KINGS OF PRUSSIA, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• A••••••• S•••••••• I•••	B••• M••• T•••• A•••••••• L••	Nov 25, 2024	Jan 8, 2025	44	Firm change	Ibd to RIA
B••• S••••••••• L••	T••••• A••••••• S•••••••• I•••	Feb 17, 2021	Sep 29, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
283390:285359:PA:2024-11-25	Nov 25, 2024	Jan 8, 2025	KINGS OF PRUSSIA, PA	Firm change

Relationships

Registered with (5)

→ B••• M••• T•••• A•••••••• L••Registered adviserregistration: current employment
Jan 8, 2025 to presentfactForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 29, 2020 to Nov 25, 2024factForm ADV
→ B••• S••••••••• L••Registered adviserregistration: previous registration
Jan 2, 2018 to Feb 17, 2021factForm ADV
→ B••• I••••••••• S•••••••• I•••

Dated events

Occurred
Nov 25, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12d7a424-b3c9-d4c9-1269-b14f5af9d691
First observed: May 18, 2006
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.