DFX Intelligence

S••••• J••• K••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

S••••• J••• K••••••••

Advisor at B••••• B••••• W••••• P•••••••• L••

LOWER GWYNEDD, PA

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Search this name across graphsid dfx:ria:6f4f6588-016f-90b6-61a2-8575c601e1bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 14, 2003 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••••• B••••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 7, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• B••••• W••••• P•••••••• L••	Independent wealth	Sep 13, 2022	n/a	yes	LOWER GWYNEDD, PA	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Jul 14, 2003	Sep 13, 2022	no	CONSHOHOCKEN, PA\|CONSHOHOCKEN, PA\|CONSHOHOCKEN, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	B••••• B••••• W••••• P•••••••• L••	Sep 13, 2022	Sep 13, 2022	0	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:321705:PA:2022-09-12	Sep 13, 2022	Sep 13, 2022	CONSHOHOCKEN, PA	Firm change

Relationships

Registered with (2)

→ B••••• B••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Sep 13, 2022 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 14, 2003 to Sep 13, 2022factForm ADV

Dated events

Occurred
Sep 13, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6f4f6588-016f-90b6-61a2-8575c601e1bf
First observed: Jul 14, 2003
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.