DFX Intelligence

E••••• J••••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor31 years in industry

E••••• J••••• B•••••

Advisor at B••• A•••••••

MONTGOMERYVILLE, 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, 6:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 27, 1998 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: B••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• A•••••••	Independent wealth	Jan 10, 2019	n/a	yes	MONTGOMERYVILLE, PA	Current employment
T•• G•••••• C••••••	Former SEC adviser	Apr 27, 1998	Dec 31, 2018	no	LANSDALE, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• G•••••• C••••••	B••• A•••••••	Dec 31, 2018	Jan 10, 2019	10	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
105936:139096:PA:2018-12-31	Dec 31, 2018	Jan 10, 2019	LANSDALE, PA	Firm change

Relationships

Registered with (2)

→ B••• A•••••••Registered adviserregistration: current employment
Jan 10, 2019 to presentfactForm ADV
→ T•• G•••••• C••••••Registered adviserregistration: previous registration
Apr 27, 1998 to Dec 31, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 27, 1998
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.