DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

A•• S•••••• B••••••••

Advisor at C•••••• P••••••• W••••• M•••••••••

MORRISTOWN, NJ | CENTER VALLEY, PA

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Search this name across graphsid dfx:ria:57342e21-df69-87ec-794e-6bd28fff3591

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 1, 2013 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••••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• P••••••• W••••• M•••••••••	State registered	Apr 11, 2014	n/a	yes	CENTER VALLEY, PA	Current employment
P•••••• A•••••• G••••• L••	Bd affiliated wealth	Nov 12, 2013	n/a	yes	MORRISTOWN, NJ\|CENTER VALLEY, PA	Current employment

Relationships

Registered with (2)

→ C•••••• P••••••• W••••• M•••••••••Registered adviserregistration: current employment
Apr 11, 2014 to presentfactForm ADV
→ P•••••• A•••••• G••••• L••Registered adviserregistration: current employment
Nov 12, 2013 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:57342e21-df69-87ec-794e-6bd28fff3591
First observed: Aug 1, 2013
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.