DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

B•••••• M•••••• M•••••••

Advisor at B••• M••• T•••• A•••••••• L••

Doylestown, PA | PHILADELPHIA, PA

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Search this name across graphsid dfx:ria:909d63b5-f2e5-3d3f-3b65-15805ff1e99a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Mar 29, 2006 to Sep 15, 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••• M••• T•••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 27, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 9

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• M••• T•••• A•••••••• L••	Independent wealth	Feb 12, 2025	n/a	yes	PHILADELPHIA, PA\|Doylestown, PA	Current employment
T••••• A••••••• S•••••••• I•••	Bd affiliated wealth	Sep 21, 2020	Nov 25, 2024	no	DOYLESTOWN, PA\|KINGS OF PRUSSIA, PA\|WARMINSTE, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• A••••••• S•••••••• I•••	B••• M••• T•••• A•••••••• L••	Nov 25, 2024	Feb 12, 2025	79	Firm change	Ibd to RIA
B••• S••••••••• L••	T••••• A••••••• S•••••••• I•••	Mar 2, 2021	Sep 21, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
283390:285359:PA:2024-11-25	Nov 25, 2024	Feb 12, 2025	WARMINSTE, PA	Firm change

Relationships

Registered with (9)

→ B••• M••• T•••• A•••••••• L••Registered adviserregistration: current employment
Feb 12, 2025 to presentfactForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 21, 2020 to Nov 25, 2024factForm ADV
→ B••• S••••••••• L••Registered adviserregistration: previous registration
Jan 2, 2018 to Mar 2, 2021factForm ADV
→ B••• I••••••••• S•••••••• I•••

Dated events

Occurred
Nov 25, 2024
Advisor changed firm
B•••••• M•••••• M••••••• left T••••• A••••••• S•••••••• I••• for B••• M••• T•••• A•••••••• L•• (registered 2025-02-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:909d63b5-f2e5-3d3f-3b65-15805ff1e99a
First observed: Mar 29, 2006
Last observed: Sep 15, 2026 7 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.