DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

B••••• R••••••• A•••••

Advisor at C••••••••• P••••••• G••••

Weston, FL | FAIRFIELD, NJ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 1, 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: C••••••••• P••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• P••••••• G••••	Independent wealth	May 12, 2025	n/a	yes	Weston, FL\|FAIRFIELD, NJ	Current employment
E•••• S••••••••• L••	Bd affiliated wealth	Jun 26, 2012	Jun 21, 2022	no	NEW YORK, NY\|NEW YORK, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• S••••••••• L••	C••••••••• P••••••• G••••	Jun 21, 2022	May 12, 2025	1,056	Firm change after gap	Ibd to RIA
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••	E•••• S••••••••• L••	Jan 4, 2006	Jun 26, 2012

Relationships

Registered with (4)

→ C••••••••• P••••••• G••••Registered adviserregistration: current employment
May 12, 2025 to presentfactForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Jun 26, 2012 to Jun 21, 2022factForm ADV
→ N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••Registered adviserregistration: previous registration
May 13, 2004 to Jan 4, 2006factForm ADV
→ E•••••••• A•••••••• L••

Dated events

Order

Occurred
21 Jun 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 1, 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.