DFX Intelligence

C••••• D• S••••• R•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)12 years in industry

C••••• D• S••••• R•••••••

Advisor at B•••••••• I••••••••• M••••••••• L••

PRINCETON, NJ

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Search this name across graphsid dfx:ria:c6bd2e66-f871-51f6-fe66-ebbec8c3d0eb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 21, 2020 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•••••••• I••••••••• M••••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• I••••••••• M••••••••• L••	Asset manager	Apr 16, 2026	n/a	yes	PRINCETON, NJ	Current employment
W••• P•••••• C••••• A•••••••• L••	Independent wealth	Sep 21, 2020	Dec 24, 2025	no	FLORHAM PARK, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••• P•••••• C••••• A•••••••• L••	B•••••••• I••••••••• M••••••••• L••	Dec 24, 2025	Apr 16, 2026	113	Firm change	Other

Relationships

Registered with (2)

→ B•••••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Apr 16, 2026 to presentfactForm ADV
→ W••• P•••••• C••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 21, 2020 to Dec 24, 2025factForm ADV

Dated events

Occurred
Dec 24, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6bd2e66-f871-51f6-fe66-ebbec8c3d0eb
First observed: Sep 21, 2020
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.