DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor40 years in industry

G••• B•••• B••••••

Advisor at N•••••••• F•••••••• P•••••••• L••

EAST BRUNSWICK, NJ

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 23, 2026, 11:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Dec 4, 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: N•••••••• F•••••••• P•••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Apr 28, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•••••••• F•••••••• P•••••••• L••	Institutional manager	Feb 14, 2024	n/a	yes	EAST BRUNSWICK, NJ\|EAST BRUNSWICK, NJ	Current employment
M••••••••• I••••••••• A•• R••••••••• A•••••••• L••	Institutional manager	Feb 15, 2019	Aug 17, 2023	no	East Brunswick, NJ\|WINSTON SALEM, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••••• I••••••••• A•• R••••••••• A•••••••• L••	N•••••••• F•••••••• P•••••••• L••	Aug 17, 2023	Feb 14, 2024	181	Firm change	Other
A••••• W••••• M••••••••• L••	M••••••••• I••••••••• A•• R••••••••• A•••••••• L••	Aug 10, 2018

Relationships

Registered with (7)

→ N•••••••• F•••••••• P•••••••• L••Registered adviserregistration: current employment
Feb 14, 2024 to presentfactForm ADV
→ M••••••••• I••••••••• A•• R••••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 15, 2019 to Aug 17, 2023factForm ADV
→ A••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 28, 2013 to Aug 10, 2018factForm ADV
→ O•••••• C•••••• A•••••••• L••

Dated events

Order

Occurred
17 Aug 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 4, 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.