J••• P•••••

Advisor at C••••• B•••• F•••••••• G••••• L••

MOORESTOWN, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:98a6a573-6266-4dac-6556-c9c765ce8e53

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: May 10, 2004 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: C••••• B•••• F•••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 25, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• B•••• F•••••••• G••••• L••	Independent wealth	Nov 10, 2025	n/a	yes	MOORESTOWN, NJ	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Oct 11, 2024	Aug 4, 2026	no	Moorestown, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	C••••• B•••• F•••••••• G••••• L••	Aug 4, 2026	Nov 10, 2025	-267	Firm change after gap	Ibd to RIA
A••••••• P••••••••• A•••••••• I••	C••••• B•••• W••••• M•••••••••	Oct 12, 2024	Dec 16, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
23131:313156:NJ:2026-08-04	Aug 4, 2026	Nov 10, 2025	MOORESTOWN, NJ	Firm change after gap
285939:23131:NJ:2017-12-31	Dec 31, 2017	Oct 11, 2024	MOORESTOWN, NJ	Firm change after gap

Relationships

Registered with (6)

→ C••••• B•••• F•••••••• G••••• L••Registered adviserregistration: current employment
Nov 10, 2025 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Oct 11, 2024 to Aug 4, 2026factForm ADV
→ A••••••• P••••••••• A•••••••• I••Registered adviserregistration: previous registration
Dec 4, 2009 to Oct 12, 2024factForm ADV
→ F••••• O••••• P•••••••• I•••

Dated events

Occurred
Aug 4, 2026
Advisor changed firm
J••• P••••• left O•••• W•••••• I••• for C••••• B•••• F•••••••• G••••• L•• (registered 2025-11-10)
Form ADVobserved 7 days ago
Occurred
Oct 12, 2024
Advisor changed firm
J••• P••••• left A••••••• P••••••••• A•••••••• I•• for C••••• B•••• W••••• M••••••••• (registered 2009-12-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:98a6a573-6266-4dac-6556-c9c765ce8e53
First observed: May 10, 2004
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.