DFX Intelligence

T•••••• W•••••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor27 years in industry

T•••••• W•••••• B•••••

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

WYNNEWOOD, PA

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Search this name across graphsid dfx:ria:26d2cc51-dd01-57e2-5701-1bd5fa4f2788

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 22, 2004 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••••• A•••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 25, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• A•••• M••••••••• L••	State registered	Dec 3, 2025	n/a	yes	WYNNEWOOD, PA	Current employment
W••••••••• S•••••• • C••• L••	Independent wealth	Mar 9, 2010	Jul 1, 2025	no	NEW YORK, NY\|BOSTON, MA\|Reading, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••••• S•••••• • C••• L••	B••••• A•••• M••••••••• L••	Jul 1, 2025	Dec 3, 2025	155	Firm change	RIA to state RIA
H• G• W••••••••• • C••• I•••	W••••••••• S•••••• • C••• L••	Dec 31, 2010	Mar 9, 2010

Relationships

Registered with (3)

→ B••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Dec 3, 2025 to presentfactForm ADV
→ W••••••••• S•••••• • C••• L••Registered adviserregistration: previous registration
Mar 9, 2010 to Jul 1, 2025factForm ADV
→ H• G• W••••••••• • C••• I•••Registered adviserregistration: previous registration
Apr 22, 2004 to Dec 31, 2010factForm ADV

Dated events

Occurred
Jul 1, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:26d2cc51-dd01-57e2-5701-1bd5fa4f2788
First observed: Apr 22, 2004
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.