DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

D•••• C••••••••• P••••••

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

WEST CONSHOHOCKEN, PA

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Search this name across graphsid dfx:ria:daa0fe2b-adc1-a938-2786-4a7cab26baab

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2015 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: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 11, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom 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••	Independent wealth	Mar 20, 2026	n/a	yes	WEST CONSHOHOCKEN, PA	Current employment
H•••••••• F•••••••• S•••••••• I•••	Asset manager	Feb 13, 2015	Feb 24, 2026	no	RADNOR, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••••• F•••••••• S•••••••• I•••	B•••••• I••••••••• M••••••••• L••	Feb 24, 2026	Mar 20, 2026	24	Firm change	Other

Relationships

Registered with (2)

→ B•••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Mar 20, 2026 to presentfactForm ADV
→ H•••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 13, 2015 to Feb 24, 2026factForm ADV

Dated events

Occurred
Feb 24, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:daa0fe2b-adc1-a938-2786-4a7cab26baab
First observed: Feb 13, 2015
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.