P•••• R••••••••

Advisor at A••••••• B••••• A•••••••• I•••

IRVING, TX | Marlton, NJ

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:db26d078-5cf3-8255-9c17-504717762796

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 7, 2002 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: A••••••• B••••• A•••••••• I•••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Feb 21, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• B••••• A•••••••• I•••	Other adviser	Nov 14, 2022	n/a	yes	Marlton, NJ\|IRVING, TX	Current employment
G••••••••• I•••••••••	Asset manager	May 28, 2019	Oct 24, 2022	no	MARLTON, NJ\|NEW YORK, NY\|MARLTON, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••••• I•••••••••	A••••••• B••••• A•••••••• I•••	Oct 24, 2022	Nov 14, 2022	21	Firm change	Other
P•• C•••••• A••••••• L••	G••••••••• I•••••••••	May 24, 2019	May 28, 2019

Relationships

Registered with (6)

→ A••••••• B••••• A•••••••• I•••Registered adviserregistration: current employment
Nov 14, 2022 to presentfactForm ADV
→ G••••••••• I•••••••••Registered adviserregistration: previous registration
May 28, 2019 to Oct 24, 2022factForm ADV
→ P•• C•••••• A••••••• L••Registered adviserregistration: previous registration
Nov 24, 2014 to May 24, 2019factForm ADV
→ L•••••• F•••••••• D••••••••• I•••

Dated events

Occurred
Oct 24, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db26d078-5cf3-8255-9c17-504717762796
First observed: Jun 7, 2002
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.