DFX Intelligence

J••••• A•••••• Z••••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner28 years in industry

J••••• A•••••• Z••••••••

Advisor at B•••••• F••••••••

MOORESTOWN, NJ

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 5, 2002 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: B•••••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 13, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• F••••••••	Independent wealth	Aug 7, 2017	n/a	yes	MOORESTOWN, NJ	Current employment
S••••••••• A•••••• A•••••••• I•••	Former SEC adviser	Jun 12, 2003	Dec 1, 2017	no	GARDEN CITY, NJ\|MOORESTOWN, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• A•••••• A•••••••• I•••	B•••••• F••••••••	Dec 1, 2017	Aug 7, 2017	-116	Firm change after gap	Other
P••••••••• E••••• G••••• L••	S••••••••• A•••••• A•••••••• I•••	May 23, 2003	Jun 12, 2003

Team moves

••• Locked

Team	Left	Joined	From	Kind
110518:288375:NJ:2017-11-30	Dec 1, 2017	Aug 7, 2017	MOORESTOWN, NJ	Firm change after gap

Relationships

Registered with (3)

→ B•••••• F••••••••Registered adviserregistration: current employment
Aug 7, 2017 to presentfactForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 12, 2003 to Dec 1, 2017factForm ADV
→ P••••••••• E••••• G••••• L••Registered adviserregistration: previous registration
Jun 5, 2002 to May 23, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 5, 2002
Last observed: Sep 14, 2026 10 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.