S•••• H• N•••••

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

Princeton, NJ | PHILADELPHIA, 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:527e8130-a798-dc57-95d6-491da403debe

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 1, 2005 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: Nov 1, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• M••• T•••• A•••••••• L••	Independent wealth	Oct 9, 2025	n/a	yes	Princeton, NJ\|PHILADELPHIA, PA	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Aug 12, 2019	Sep 16, 2025	no	Pennsauken, NJ\|Burlington, NJ\|Wilmington, DE\|Moorestown, NJ\|Philadelphia, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	B••• M••• T•••• A•••••••• L••	Sep 16, 2025	Oct 9, 2025	23	Firm change	Ibd to RIA
C••••••• S••••••••• I•••	C••••••••• F•••••••• N••••••	Aug 2, 2019	Aug 12, 2019

Relationships

Registered with (6)

→ B••• M••• T•••• A•••••••• L••Registered adviserregistration: current employment
Oct 9, 2025 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Aug 12, 2019 to Sep 16, 2025factForm ADV
→ C••••••• S••••••••• I•••Registered adviserregistration: previous registration
Jun 8, 2017 to Aug 2, 2019factForm ADV
→ S•••••••• S•••••••••

Dated events

Occurred
Sep 16, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:527e8130-a798-dc57-95d6-491da403debe
First observed: Aug 1, 2005
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.