DFX Intelligence

B•••• K•••• F•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner32 years in industry

B•••• K•••• F•••••••

Advisor at G••••• A••••••• S•••••••• L••

Souderton, PA

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Search this name across graphsid dfx:ria:d065be11-a56c-f293-b941-0c0b785c2029

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 22, 1997 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: G••••• A••••••• S•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 5, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• A••••••• S•••••••• L••	Independent wealth	Nov 12, 2019	n/a	yes	Souderton, PA	Current employment
G••••• P•••••• S•••••••• L••	Institutional manager	Oct 4, 2023	Jan 14, 2026	no	Souderton, PA\|ALLENTOWN, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• P•••••• S•••••••• L••	n/a	Jan 14, 2026	n/a	n/a	Departure no registered destination	Departure
V••••••• A•••••••• I•••	G••••• A••••••• S•••••••• L••	Oct 31, 2002	Nov 12, 2019	6,221

Relationships

Registered with (3)

→ G••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Nov 12, 2019 to presentfactForm ADV
→ G••••• P•••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 4, 2023 to Jan 14, 2026factForm ADV
→ V••••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 22, 1997 to Oct 31, 2002factForm ADV

Dated events

Occurred
Jan 14, 2026
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d065be11-a56c-f293-b941-0c0b785c2029
First observed: Sep 22, 1997
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.