DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

B•••• A••••• M•••••

Advisor at T••••••• P•••••• W•••••

RADNOR, PA

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Search this name across graphsid dfx:ria:52fe84c6-1038-5063-4f84-c13a7b9a8c14

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Oct 20, 2008 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: T••••••• P•••••• W•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 7, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••• P•••••• W•••••	State registered	May 2, 2024	n/a	yes	RADNOR, PA	Current employment
N•••••••• A•••• M•••••••••	Independent wealth	Apr 3, 2023	Jul 1, 2024	no	Radnor, PA\|MERCER ISLAND, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••••• A•••• M•••••••••	T••••••• P•••••• W•••••	Jul 1, 2024	May 2, 2024	-60	Firm change after gap	RIA to state RIA
B••••• P••••• A•••••••• L••	N•••••••• A•••• M•••••••••	Apr 3, 2023	Apr 3, 2023

Relationships

Registered with (6)

→ T••••••• P•••••• W•••••Registered adviserregistration: current employment
May 2, 2024 to presentfactForm ADV
→ N•••••••• A•••• M•••••••••Registered adviserregistration: previous registration
Apr 3, 2023 to Jul 1, 2024factForm ADV
→ B••••• P••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 22, 2017 to Apr 3, 2023factForm ADV
→ B••••• P••••• W••••• A•••••••• L••

Dated events

Occurred
Jul 1, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 3, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:52fe84c6-1038-5063-4f84-c13a7b9a8c14
First observed: Oct 20, 2008
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.