DFX Intelligence

A•••• J••••••••• P••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst21 years in industry

A•••• J••••••••• P••••

Advisor at B•••••• F••••••••

ISELIN, NJ | Miami, FL

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Search this name across graphsid dfx:ria:42bf853c-8308-a76b-1b0f-e5ae7cc99635

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 25, 2005 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•••••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 24, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• F••••••••	Independent wealth	Jan 1, 2025	n/a	yes	ISELIN, NJ\|Miami, FL	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Jul 2, 2010	Jul 14, 2021	no	Miami, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	B•••••• F••••••••	Jul 14, 2021	Jan 1, 2025	1,267	Firm change after gap	Ibd to RIA
W••••••• F•••••••• S•••••••• I•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Jul 6, 2010	Jul 2, 2010

Relationships

Registered with (5)

→ B•••••• F••••••••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 2, 2010 to Jul 14, 2021factForm ADV
→ W••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
May 26, 2009 to Jul 6, 2010factForm ADV
→ C••••• A•••••• N••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42bf853c-8308-a76b-1b0f-e5ae7cc99635
First observed: May 25, 2005
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.