DFX Intelligence

Q••••••• E•••••••• P•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

Q••••••• E•••••••• P•••••

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

Rehoboth Beach, DE | PHILADELPHIA, PA

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Search this name across graphsid dfx:ria:9802c065-780f-8e9b-440a-2bd4e0b885e9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 23, 2024 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••• M••• T•••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• M••• T•••• A•••••••• L••	Independent wealth	Apr 10, 2024	n/a	yes	Rehoboth Beach, DE\|PHILADELPHIA, PA	Current employment
W•••• F•••• A•••••••	Wirehouse	Feb 23, 2024	Apr 12, 2024	no	RADNOR, PA\|WILMINGTON, DE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	B••• M••• T•••• A•••••••• L••	Apr 12, 2024	Apr 10, 2024	-2	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ B••• M••• T•••• A•••••••• L••Registered adviserregistration: current employment
Apr 10, 2024 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 23, 2024 to Apr 12, 2024factForm ADV

Dated events

Occurred
Apr 12, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9802c065-780f-8e9b-440a-2bd4e0b885e9
First observed: Feb 23, 2024
Last observed: Sep 14, 2026 9 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.