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

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RIA / WealthAdvisorChartered Financial Analyst33 years in industry

T•••••• B•••••• C•••••

Advisor at H••••• • C••• L••

WEST CONSHOHOCKEN, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Aug 23, 2000 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

T•••••• B•••••• C•••••

Private equity principal · Key CRD individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: H••••• • C••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Sep 17, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••• • C••• L••	Other adviser	Feb 17, 2011	n/a	yes	WEST CONSHOHOCKEN, PA	Current employment
C••••••• B••••••••• I••••••••	n/a	Aug 23, 2000	Dec 31, 2002	no	DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• B••••••••• I••••••••	H••••• • C••• L••	Dec 31, 2002	Feb 17, 2011	2,970	Firm change after gap	Other

Relationships

Registered with (2)

→ H••••• • C••• L••Registered adviserregistration: current employment
Feb 17, 2011 to presentfactForm ADV
→ C••••••• B••••••••• I••••••••Registered adviserregistration: previous registration
Aug 23, 2000 to Dec 31, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 23, 2000
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.