DFX Intelligence

M•••••• E• R•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)25 years in industry

M•••••• E• R•••••••

Advisor at C••••• D•••• A•••• M•••••••••

Mrytle Beach, SC | Bala Cynwyd, PA

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Search this name across graphsid dfx:ria:4e9dac04-3379-b687-66b6-37b445962eb7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 18, 2002 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: C••••• D•••• A•••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 20, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• D•••• A•••• M•••••••••	Independent wealth	Dec 8, 2022	n/a	yes	Bala Cynwyd, PA\|Mrytle Beach, SC	Current employment
1••• A•••••••	Former SEC adviser	Feb 21, 2012	Dec 2, 2022	no	WEST CONSHOHOCKEN, PA\|WEST CONSHOHOCKEN, PA\|WEST CONSHOHOCKEN, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
1••• A•••••••	C••••• D•••• A•••• M•••••••••	Dec 2, 2022	Dec 8, 2022	6	Firm change	RIA to RIA
A••••••••• F•••••••• S•••••••• L••	1••• A•••••••	Feb 24, 2012	Feb 21, 2012

Relationships

Registered with (3)

→ C••••• D•••• A•••• M•••••••••Registered adviserregistration: current employment
Dec 8, 2022 to presentfactForm ADV
→ 1••• A•••••••Registered adviserregistration: previous registration
Feb 21, 2012 to Dec 2, 2022factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 18, 2002 to Feb 24, 2012factForm ADV

Dated events

Occurred
Dec 2, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4e9dac04-3379-b687-66b6-37b445962eb7
First observed: Oct 18, 2002
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.