C•••••• H•••••

Advisor at N••••• I••••••••• M••••••••• B••••••• T••••

New York, NY | PHILADELPHIA, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d0a27b4f-8408-c243-7050-ed641836293a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 5, 2017 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: N••••• I••••••••• M••••••••• B••••••• T••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N••••• I••••••••• M••••••••• B••••••• T••••	Asset manager	Mar 5, 2026	n/a	yes	PHILADELPHIA, PA\|New York, NY	Current employment
B•••••••• I••••••••• M••••••••• L••	Asset manager	Jun 20, 2018	Jun 24, 2025	no	PRINCETON, NJ\|PRINCETON, NJ\|New York, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• I••••••••• M••••••••• L••	N••••• I••••••••• M••••••••• B••••••• T••••	Jun 24, 2025	Mar 5, 2026	254	Firm change	Other
A••••••••• F•••••••• S•••••••• L••	B•••••••• I••••••••• M••••••••• L••	Jun 25, 2018	Jun 20, 2018

Relationships

Registered with (3)

→ N••••• I••••••••• M••••••••• B••••••• T••••Registered adviserregistration: current employment
Mar 5, 2026 to presentfactForm ADV
→ B•••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 20, 2018 to Jun 24, 2025factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
May 5, 2017 to Jun 25, 2018factForm ADV

Dated events

Occurred
Jun 24, 2025
Advisor changed firm
C•••••• H••••• left B•••••••• I••••••••• M••••••••• L•• for N••••• I••••••••• M••••••••• B••••••• T•••• (registered 2026-03-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d0a27b4f-8408-c243-7050-ed641836293a
First observed: May 5, 2017
Last observed: Sep 14, 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.