DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst13 years in industry

N••••••• T•••••••

Advisor at B••••• T••••

MORRISTOWN, NJ

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Search this name across graphsid dfx:ria:93a448b7-e026-4fb2-815d-ea2e49d2ac3d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 3, 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: B••••• T••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• T••••	Independent wealth	Apr 29, 2026	n/a	yes	MORRISTOWN, NJ	Current employment
R•• R•••••••• L••	Bd affiliated wealth	Aug 3, 2023	Apr 23, 2026	no	NEW YORK, NY\|Aston, PA\|New York, NY\|Pompton Plains, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•• R•••••••• L••	B••••• T••••	Apr 23, 2026	Apr 29, 2026	6	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ B••••• T••••Registered adviserregistration: current employment
Apr 29, 2026 to presentfactForm ADV
→ R•• R•••••••• L••Registered adviserregistration: previous registration
Aug 3, 2023 to Apr 23, 2026factForm ADV

Dated events

Occurred
Apr 23, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:93a448b7-e026-4fb2-815d-ea2e49d2ac3d
First observed: Aug 3, 2023
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.