R••• H• P••••••

Advisor at B•••••••• I••••••••• M••••••••• L••

PRINCETON, NJ | NEW YORK, NY

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 2, 2012 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•••••••• I••••••••• M••••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Mar 30, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• I••••••••• M••••••••• L••	Asset manager	Jan 20, 2016	n/a	yes	PRINCETON, NJ\|NEW YORK, NY	Current employment
T• A••••••••• I••••••••• M••••••••• L••	Former SEC adviser	Jan 15, 2014	Jan 15, 2016	no	SHORT HILLS, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T• A••••••••• I•••	B•••••••• I••••••••• M••••••••• L••	Jan 15, 2016	Jan 20, 2016	5	Firm change	Other
T• A••••••••• I••••••••• M••••••••• L••	B•••••••• I••••••••• M••••••••• L••	Jan 15, 2016	Jan 20, 2016

Relationships

Registered with (4)

→ B•••••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Jan 20, 2016 to presentfactForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 15, 2014 to Jan 15, 2016factForm ADV
→ T• A••••••••• I•••Registered adviserregistration: previous registration
Jan 13, 2014 to Jan 15, 2016factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 2, 2012
Last observed: Sep 14, 2026 10 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.