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

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RIA / WealthAdvisor11 years in industry

C•••••• B•••••• C••••••

Advisor at C••••••••• P••••••• G••••

FAIRFIELD, NJ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 11, 2016 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: C••••••••• P••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• P••••••• G••••	Independent wealth	Sep 22, 2022	n/a	yes	FAIRFIELD, NJ	Current employment
E•••• S••••••••• L••	Bd affiliated wealth	Sep 18, 2017	Sep 28, 2022	no	EDISON, NJ\|STATEN ISLAND, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• S••••••••• L••	C••••••••• P••••••• G••••	Sep 28, 2022	Sep 22, 2022	-6	Firm change	Ibd to RIA
M•• I•••••••• S•••••••• L••	E•••• S••••••••• L••	Jul 31, 2017	Sep 18, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
110826:307189:NY:2022-09-28	Sep 28, 2022	Sep 22, 2022	STATEN ISLAND, NY	Firm change

Relationships

Registered with (4)

→ C••••••••• P••••••• G••••Registered adviserregistration: current employment
Sep 22, 2022 to presentfactForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Sep 18, 2017 to Sep 28, 2022factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 25, 2017 to Jul 31, 2017factForm ADV
→ M•• F•••••••• S•••••••• I•••

Dated events

Order

Occurred
28 Sep 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 11, 2016
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.