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C•••••• R••• S•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst21 years in industry

C•••••• R••• S•••

Advisor at F••••••••• F••••••••• L••

MARLTON, NJ

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Search this name across graphsid dfx:ria:91e17ce7-064d-16e0-f7e5-10e7f8cf124f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 13, 2018 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: F••••••••• F••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 28, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••••• F••••••••• L••	Independent wealth	Sep 3, 2021	n/a	yes	MARLTON, NJ	Current employment
F••••••••• F••••••••• L••	Independent wealth	Jun 13, 2018	Dec 31, 2020	no	MARLTON, NJ	Previous registration

Relationships

Registered with (1)

→ F••••••••• F••••••••• L••Registered adviserregistration: previous registration
Jun 13, 2018 to Dec 31, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:91e17ce7-064d-16e0-f7e5-10e7f8cf124f
First observed: Jun 13, 2018
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.