DFX Intelligence

P•• B••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

P•• B••••••••• L••

PROFESSIONAL TRADING SERVICES B••••••••, LLC, CRD 119307

MT. LAUREL, NJ

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Search this name across graphsid dfx:ria:56532529-2515-2070-5b61-98a96f4280d2

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 1
On other graphs: 0
Observed: Aug 13, 2026 to Aug 13, 2026
1 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $132M••• Locked
Discretionary RAUM: $128M
Private client RAUM: $130Mderived••• Locked
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $9.4Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
R•••• I••• S•••••••••	Chartered Financial Consultant	CAPE MAY COURTHOUSE, NJ \| Mount Laurel, NJ \| MT. LAUREL, NJ	20	29	n/a	yes
J••• C• K••••	Chartered Financial Consultant	Mount Laurel, NJ \| Pitman, NJ	20	41

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Relationships

Registered with (23)

← J•••• T••• K•••••Advisorregistration: current employment
Jun 11, 2021 to presentfactForm ADV
← K•••••• J• G•••••Advisorregistration: current employment
Feb 14, 2021 to presentfactForm ADV
← A••••• M• T•••••••Advisorregistration: current employment
Mar 26, 2018 to presentfactForm ADV
← J•••••• S•••• H•••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Sep 14, 2026
B••• W•••••• S••••• added a TX registration at P•• B••••••••• L••

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:56532529-2515-2070-5b61-98a96f4280d2
First observed: Aug 13, 2026
Last observed: Aug 13, 2026 40 days ago
Source families: Federal regulator filings
3 registered feeds 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.