DFX Intelligence

N••••••• P••• P•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

N••••••• P••• P•••••

Advisor at F••••••

Marlton, NJ | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:5ebefaf6-18d7-bb21-65bc-607dd0dac366

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 21, 2014 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: F••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••	Independent wealth	Jan 2, 2026	n/a	yes	Marlton, NJ\|SAN FRANCISCO, CA	Current employment
M•••• T••••••• W••••• M••••••••• I•••	Former SEC adviser	Jan 19, 2021	Nov 17, 2025	no	MARLTON, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••• T••••••• W••••• M••••••••• I•••	F••••••	Nov 17, 2025	Jan 2, 2026	46	Firm change	RIA to RIA
C••••••••• F•••••••• N••••••	M•••• T••••••• W••••• M••••••••• I•••	Dec 31, 2020	Jan 19, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
311097:302050:NJ:2025-11-17	Nov 17, 2025	Jan 2, 2026	MARLTON, NJ	Firm change
8032:311097:NJ:2020-12-31	Dec 31, 2020	Jan 19, 2021	MARLTON, NJ	Firm change

Relationships

Registered with (4)

→ F••••••Registered adviserregistration: current employment
Jan 2, 2026 to presentfactForm ADV
→ M•••• T••••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Jan 19, 2021 to Nov 17, 2025factForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Aug 28, 2017 to Dec 31, 2020factForm ADV
→ U•• F•••••••• S••••••• I•••

Dated events

Occurred
Nov 17, 2025
Advisor changed firm
N••••••• P••• P••••• left M•••• T••••••• W••••• M••••••••• I••• for Farther (registered 2026-01-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5ebefaf6-18d7-bb21-65bc-607dd0dac366
First observed: Apr 21, 2014
Last observed: Sep 14, 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.