B•••• F••

Advisor at T• P•••••• C••••• W••••• L••

Bernardsville, NJ | Media, PA

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 graphsid dfx:ria:41217e31-6b3b-5582-4d37-6709ee67050b

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: May 12, 2006 to Sep 19, 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: T• P•••••• C••••• W••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 10

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T• P•••••• C••••• W••••• L••	Bd affiliated wealth	Sep 18, 2026	n/a	yes	Bernardsville, NJ\|Media, PA	Current employment
C••••••• S••••••••• I•••	Bd affiliated wealth	Sep 10, 2021	n/a	yes	NEWTOWN SQ, PA\|CONSHOHOCKEN, PA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• S••••••••• I•••	T• P•••••• C••••• W••••• L••	Sep 14, 2026	Sep 18, 2026	4	Firm change	Ibd to ibd
T• A••••••••• I•••	C••••••• S••••••••• I•••	Jan 20, 2021	Sep 10, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
42132:6413:PA:2016-11-30	Nov 30, 2016	Nov 30, 2016	WAYNE, PA	Firm change

Relationships

Registered with (8)

→ C••••••• S••••••••• I•••Registered adviserregistration: current employment
Sep 10, 2021 to presentfactForm ADV
→ T• A••••••••• I•••Registered adviserregistration: previous registration
Feb 27, 2018 to Jan 20, 2021factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 26, 2018 to Dec 31, 2020factForm ADV
→ S•••••••• I••••••••• M•••••••••

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 14, 2026
Advisor changed firm
B•••• F•• left C••••••• S••••••••• I••• for T• P•••••• C••••• W••••• L•• (registered 2026-09-18)
Form ADVobserved 3 days ago

Show 2 bookkeeping events

Occurred
Sep 18, 2026
B•••• F•• registered as an investment adviser representative at T• P•••••• C••••• W••••• L••
First seen by DFX
Sep 15, 2026
date not stated
B•••• F•• no longer holds an investment adviser registration (last listed at C••••••• S••••••••• I••• on the 2026-09-14 feed)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:41217e31-6b3b-5582-4d37-6709ee67050b
First observed: May 12, 2006
Last observed: Sep 19, 2026 3 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.