DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

C••••••••• M••• B••••

Advisor at P••• V••••• I•••••••••

MARLTON, NJ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2007 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••• V••••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 7, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••• V••••• I•••••••••	Independent wealth	Jun 29, 2018	n/a	yes	MARLTON, NJ	Current employment
E•• F•••••••• A•••••••	Independent wealth	Sep 10, 2010	May 4, 2018	no	MEDIA, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•• F•••••••• A•••••••	P••• V••••• I•••••••••	May 4, 2018	Jun 29, 2018	56	Firm change	Ibd to RIA
C••••••• P••••••• I••••••••• A•••••••• L••	E•• F•••••••• A•••••••	Nov 22, 2010	Sep 10, 2010

Relationships

Registered with (5)

→ P••• V••••• I•••••••••Registered adviserregistration: current employment
Jun 29, 2018 to presentfactForm ADV
→ E•• F•••••••• A•••••••Registered adviserregistration: previous registration
Sep 10, 2010 to May 4, 2018factForm ADV
→ C••••••• P••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 10, 2009 to Nov 22, 2010factForm ADV
→ C••••• A•••••• N••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 1, 2007
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.