D•••••• A• R•••

Advisor at T••••••••• R••••••••• A•••••••• L••

Cherry Hill, 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 graphsid dfx:ria:8825526e-59a8-4b0a-b0dd-8882fea6243a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 0
Observed: Jun 20, 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: T••••••••• R••••••••• A•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 26, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 11

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••••• R••••••••• A•••••••• L••	Bd affiliated wealth	Nov 12, 2025	n/a	yes	Cherry Hill, NJ	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	May 5, 2023	Nov 4, 2025	no	Mount Laurel, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	T••••••••• R••••••••• A•••••••• L••	Nov 4, 2025	Nov 12, 2025	8	Firm change	Ibd to ibd
E•••••• A••••••• G••••• L••	R•••••• J•••• • A••••••••• I•••	May 2, 2023	May 5, 2023

Relationships

Registered with (12)

→ T••••••••• R••••••••• A•••••••• L••Registered adviserregistration: current employment
Nov 12, 2025 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
May 5, 2023 to Nov 4, 2025factForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Mar 15, 2022 to May 2, 2023factForm ADV
→ C••••••• F•••••••• N••••••• I•••

Dated events

Occurred
Nov 4, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
May 2, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8825526e-59a8-4b0a-b0dd-8882fea6243a
First observed: Jun 20, 2002
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.