DFX Intelligence

B•••••• T•••• Z••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

B•••••• T•••• Z••••

Advisor at C•••••••• W••••• A•••••••• L••

NEWTOWN, PA

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Search this name across graphsid dfx:ria:88dbe421-b7cf-abe9-6302-f4510183c318

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jun 15, 2023 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•••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• W••••• A•••••••• L••	Independent wealth	Jan 9, 2025	n/a	yes	NEWTOWN, PA	Current employment
R••••••• W••••• M••••••••• L••	Independent wealth	Dec 11, 2023	Oct 4, 2024	no	NEW HOPE, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••••• W••••• M••••••••• L••	C•••••••• W••••• A•••••••• L••	Oct 4, 2024	Jan 9, 2025	97	Firm change	RIA to RIA
P•••••••• P•••••• W•••••• L••	R••••••• W••••• M••••••••• L••	Oct 19, 2023	Dec 11, 2023

Relationships

Registered with (3)

→ C•••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jan 9, 2025 to presentfactForm ADV
→ R••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 11, 2023 to Oct 4, 2024factForm ADV
→ P•••••••• P•••••• W•••••• L••Registered adviserregistration: previous registration
Jun 15, 2023 to Oct 19, 2023factForm ADV

Dated events

Occurred
Oct 4, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 19, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:88dbe421-b7cf-abe9-6302-f4510183c318
First observed: Jun 15, 2023
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.