M•••••• P•••••

Advisor at C••••• B•••• F•••••••• G••••• L••

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, 10:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 1
Observed: Jan 4, 2011 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

M•••••• P•••••

Family principal · same individual CRD

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C••••• B•••• F•••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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••••• B•••• F•••••••• G••••• L••	Independent wealth	Jan 7, 2025	n/a	yes	MOORESTOWN, NJ	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Oct 11, 2024	Aug 4, 2026	no	Moorestown, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	C••••• B•••• F•••••••• G••••• L••	Aug 4, 2026	Jan 7, 2025	-574	Firm change after gap	Ibd to RIA
A••••••• P••••••••• A•••••••• I••	O•••• W•••••• I•••	Oct 11, 2024	Oct 11, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
23131:313156:NJ:2026-08-04	Aug 4, 2026	Jan 7, 2025	MOORESTOWN, NJ	Firm change after gap
285939:23131:NJ:2017-12-31	Dec 31, 2017	Oct 11, 2024	MOORESTOWN, NJ	Firm change after gap

Relationships

Registered with (4)

→ C••••• B•••• F•••••••• G••••• L••Registered adviserregistration: current employment
Jan 7, 2025 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Oct 11, 2024 to Aug 4, 2026factForm ADV
→ A••••••• P••••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 4, 2011 to Oct 11, 2024factForm ADV
→ F••••• O••••• P•••••••• I•••

Dated events

Order

Occurred
4 Aug 2026
Advisor changed firm
••• Locked
Form ADV
Occurred
11 Oct 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 4, 2011
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.