DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

S•••• A••• S•••••••

Advisor at S••••••• F•••••••• C•••

BYRAM TOWNSHIP, NJ | Byram Township, NJ

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Search this name across graphsid dfx:ria:92320d4c-0582-7650-4918-a5a168466edd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jun 3, 2002 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: S••••••• F•••••••• C•••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Dec 7, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••• F•••••••• C•••	No RAUM reported	Jul 1, 2026	n/a	yes	BYRAM TOWNSHIP, NJ	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Jun 24, 2014	n/a	yes	Byram Township, NJ	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• F•••••••• S•••••••• I•••	C••••••••• F•••••••• N••••••	Jul 11, 2014	Jun 24, 2014	-17	Firm change	Other
M••••• S••••••	M•• F•••••••• S•••••••• I•••	Dec 21, 2010	Dec 7, 2010

Relationships

Registered with (7)

→ S••••••• F•••••••• C•••Registered adviserregistration: current employment
Jul 1, 2026 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: current employment
Jun 24, 2014 to presentfactForm ADV
→ M•• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Dec 7, 2010 to Jul 11, 2014factForm ADV
→ M••••• S••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:92320d4c-0582-7650-4918-a5a168466edd
First observed: Jun 3, 2002
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.