DFX Intelligence

T••••• J•••• K•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

T••••• J•••• K•••••

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

PHILADELPHIA, PA | Berywn, PA

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Search this name across graphsid dfx:ria:4840f2b9-5af8-8bec-6a98-2e7234dbeb3d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Nov 11, 2019 to Sep 15, 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••• M••• T•••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• M••• T•••• A•••••••• L••	Independent wealth	Jul 30, 2025	n/a	yes	PHILADELPHIA, PA\|Berywn, PA	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	May 24, 2024	Jul 28, 2025	no	Berwyn, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	B••• M••• T•••• A•••••••• L••	Jul 28, 2025	Jul 30, 2025	2	Firm change	Ibd to RIA
P•• W••••• M•••••••••	C••••••••• F•••••••• N••••••	Jan 25, 2024	May 24, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
8032:285359:PA:2025-07-28	Jul 28, 2025	Jul 30, 2025	BERWYN, PA	Firm change

Relationships

Registered with (3)

→ B••• M••• T•••• A•••••••• L••Registered adviserregistration: current employment
Jul 30, 2025 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
May 24, 2024 to Jul 28, 2025factForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Nov 11, 2019 to Jan 25, 2024factForm ADV

Dated events

Occurred
Jul 28, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 25, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4840f2b9-5af8-8bec-6a98-2e7234dbeb3d
First observed: Nov 11, 2019
Last observed: Sep 15, 2026 8 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.