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.

Current firm

BRADLEY FOSTER & SARGENT INC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 11, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S63|S65

First exam

Feb 11, 1992

First registration

Jan 28, 2020

Dual registered

no

IAPD individual key

2190810

• Occurred

  May 13, 2025
  Advisor changed firm

  Michael Dominick Moses left Napatree Capital Llc for Bradley Foster & Sargent Inc (registered 2025-05-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1e1377be-18b5-e7a3-3d9d-251d963b9b69

First observed

Jan 28, 2020

Last observed

Sep 14, 2026 7 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.