DFX Intelligence

M•••••• A••••• D•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant23 years in industry

M•••••• A••••• D•••

Advisor at P•••••••••

WEST CONSHOHOCKEN, PA

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Search this name across graphsid dfx:ria:ad89f7d2-10a9-5a06-ef6f-4395744a7a7b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 21, 2018 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: P•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••••••	State registered	May 1, 2020	n/a	yes	WEST CONSHOHOCKEN, PA	Current employment
H•••••• T••••••• • K•••• L••	Independent wealth	Aug 21, 2018	Mar 2, 2020	no	NEWARK, DE\|CONSHOHOCKEN, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••• T••••••• • K•••• L••	P•••••••••	Mar 2, 2020	May 1, 2020	60	Firm change	Ibd to state RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
4031:308142:PA:2020-03-02	Mar 2, 2020	May 1, 2020	CONSHOHOCKEN, PA	Firm change

Relationships

Registered with (2)

→ P•••••••••Registered adviserregistration: current employment
May 1, 2020 to presentfactForm ADV
→ H•••••• T••••••• • K•••• L••Registered adviserregistration: previous registration
Aug 21, 2018 to Mar 2, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ad89f7d2-10a9-5a06-ef6f-4395744a7a7b
First observed: Aug 21, 2018
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.