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.

Current firm

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

19derivedfrom the current registration's begin date

Current registrations

1

Registered states

2

Exams

S65

First exam

Sep 13, 2006

Dual registered

no

Other names

JON SOBOTKIN

IAPD individual key

5268398

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9743f45d-3eff-96da-8bb8-13e29e50d769

First observed

Jun 1, 2006

Last observed

Sep 14, 2026 6 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.