DFX Intelligence

M•••••• W•••••• V••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

M•••••• W•••••• V••••••

Advisor at B••• M••• T•••• A•••••••• L••

PHILADELPHIA, PA | Berwyn, PA

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Search this name across graphsid dfx:ria:cd5b3026-161a-bbd9-60a9-aad50c4cbb2b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 10, 2023 to Sep 15, 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••• M••• T•••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• M••• T•••• A•••••••• L••	Independent wealth	Jul 24, 2025	n/a	yes	Berwyn, PA\|PHILADELPHIA, PA	Current employment
C••• L••	Bd affiliated wealth	Jan 10, 2023	Jul 7, 2025	no	OMAHA, NE\|Havertown, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• L••	B••• M••• T•••• A•••••••• L••	Jul 7, 2025	Jul 24, 2025	17	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ B••• M••• T•••• A•••••••• L••Registered adviserregistration: current employment
Jul 24, 2025 to presentfactForm ADV
→ C••• L••Registered adviserregistration: previous registration
Jan 10, 2023 to Jul 7, 2025factForm ADV

Dated events

Occurred
Jul 7, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cd5b3026-161a-bbd9-60a9-aad50c4cbb2b
First observed: Jan 10, 2023
Last observed: Sep 15, 2026 8 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.