DFX Intelligence

C••••••••• C•••••• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

C••••••••• C•••••• P••••••

Advisor at B••••• T••••

MORRISTOWN, NJ

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Search this name across graphsid dfx:ria:d8d2b2a4-94e9-de3d-66d0-0ba261e69893

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 1, 2012 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••••• T••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 27, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• T••••	Independent wealth	Jul 6, 2015	n/a	yes	MORRISTOWN, NJ	Current employment
B••••• T••••	Former SEC adviser	Jun 17, 2013	Dec 1, 2017	no	MORRISTOWN, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• T••••	B••••• T••••	Dec 1, 2017	Jul 6, 2015	-879	Channel change	Other
T•• M•• G••••• I•••	B••••• T••••	Dec 31, 2015	Jun 17, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
156942:226547:NJ:2017-12-01	Dec 1, 2017	Jul 6, 2015	MORRISTOWN, NJ	Firm change after gap
107718:156942:NJ:2015-12-31	Dec 31, 2015	Jun 17, 2013	MORRISTOWN, NJ	Firm change after gap

Relationships

Registered with (3)

→ B••••• T••••Registered adviserregistration: current employment
Jul 6, 2015 to presentfactForm ADV
→ B••••• T••••Registered adviserregistration: previous registration
Jun 17, 2013 to Dec 1, 2017factForm ADV
→ T•• M•• G••••• I•••Registered adviserregistration: previous registration
Aug 1, 2012 to Dec 31, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d8d2b2a4-94e9-de3d-66d0-0ba261e69893
First observed: Aug 1, 2012
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.