DFX Intelligence

B•••••• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

B•••••• A•••••••

R•••••• P. B••••••, CHFC, CRD 122098

STEVENS, PA

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Search this name across graphsid dfx:ria:bf689e34-ed39-1664-796b-19d55763415d

Data as of Aug 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:07 PM UTC and rebuilt at most every 15 minutes.

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

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $74.7M••• Locked
Discretionary RAUM: $70.6M
Private client RAUM: $72.0Mderived••• Locked
Private client share: 96%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
R•••••• P••• B••••••	Chartered Financial Consultant	STEVENS, PA	2	37	n/a	no
A••••• J••• T••••• G•••••	n/a	STEVENS, PA \| Stevens, PA	0	11

Relationships

Registered with (2)

← A••••• J••• T••••• G•••••Advisorregistration: current employment
Sep 28, 2025 to presentfactForm ADV
← R•••••• P••• B••••••Advisorregistration: current employment
Jun 11, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bf689e34-ed39-1664-796b-19d55763415d
First observed: Aug 14, 2026
Last observed: Aug 14, 2026 39 days ago
Source families: Federal regulator filings
3 registered feeds 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.