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RIA / WealthAdvisorCertified Financial Planner18 years in industry

TARA CONTI BANSAL

Advisor at PRINCETON GLOBAL ASSET MANAGEMENT LLC

PRINCETON, NJ

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Search this name across graphsid dfx:ria:a771e73e-ecf5-ddbb-5309-9e126074272a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 28, 2008 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: PRINCETON GLOBAL ASSET 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: Mar 27, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Mar 27, 2008
First registration: Mar 28, 2008
Dual registered: no
Other names: TARA ANNE CONTI|TARA CONTI GARDNER
IAPD individual key: 5491146

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRINCETON GLOBAL ASSET MANAGEMENT LLC	Independent wealth	Apr 7, 2022	n/a	yes	PRINCETON, NJ	Current employment
POSITIVE IMPACT CONSULTING LLC	n/a	Mar 23, 2017	Dec 12, 2023	no	PRINCETON, NJ	Previous registration
NOVI WEALTH PARTNERS	Independent wealth	Oct 15, 2015	Aug 12, 2016	no	PRINCETON, NJ	Previous registration
GLEN EAGLE ADVISORS, LLC	Former SEC adviser	Jul 23, 2013	Jul 2, 2015	no	PRINCETON, NJ	Previous registration
MAIN STREET FINANCIAL SOLUTIONS, LLC	Former SEC adviser	Mar 28, 2008	Jul 18, 2013	no	NEWTOWN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
POSITIVE IMPACT CONSULTING LLC	PRINCETON GLOBAL ASSET MANAGEMENT LLC	Dec 12, 2023	Apr 7, 2022	-614	Firm change after gap	Other
NOVI WEALTH PARTNERS	POSITIVE IMPACT CONSULTING LLC	Aug 12, 2016	Mar 23, 2017	223	Firm change	Other
GLEN EAGLE ADVISORS, LLC	NOVI WEALTH PARTNERS	Jul 2, 2015	Oct 15, 2015	105	Firm change	Other
MAIN STREET FINANCIAL SOLUTIONS, LLC	GLEN EAGLE ADVISORS, LLC	Jul 18, 2013	Jul 23, 2013	5	Firm change	Other

Relationships

Registered with (5)

→ PRINCETON GLOBAL ASSET MANAGEMENT LLCRegistered adviserregistration: current employment
Apr 7, 2022 to presentfactForm ADV
→ POSITIVE IMPACT CONSULTING LLCRegistered adviserregistration: previous registration
Mar 23, 2017 to Dec 12, 2023factForm ADV
→ NOVI WEALTH PARTNERSRegistered adviserregistration: previous registration
Oct 15, 2015 to Aug 12, 2016factForm ADV
→ GLEN EAGLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 23, 2013 to Jul 2, 2015factForm ADV
→ MAIN STREET FINANCIAL SOLUTIONS, LLCRegistered adviserregistration: previous registration
Mar 28, 2008 to Jul 18, 2013factForm ADV

Dated events

Occurred
Dec 12, 2023
Advisor changed firm
Tara Conti Bansal left Positive Impact Consulting Llc for Princeton Global Asset Management Llc (registered 2022-04-07)
Form ADVobserved 4 days ago