DFX Intelligence

S••••• Z•••••• D•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor17 years in industry

S••••• Z•••••• D•••

Advisor at B••• M••• T•••• A•••••••• L••

PHILADELPHIA, PA | Rehoboth Beach, DE

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Search this name across graphsid dfx:ria:e013c697-a048-b320-230f-a98bcce5be8c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 11, 2011 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: B••• M••• T•••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 17, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• M••• T•••• A•••••••• L••	Independent wealth	Aug 22, 2025	n/a	yes	Rehoboth Beach, DE\|PHILADELPHIA, PA	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Jan 5, 2015	Aug 15, 2025	no	Rehoboth Beach, DE\|Wilmington, DE\|West Brandywine, PA\|Selbyville, DE\|Millsboro, DE\|Ocean View, DE\|Millsboro, DE\|Lewes, DE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	B••• M••• T•••• A•••••••• L••	Aug 15, 2025	Aug 22, 2025	7	Firm change	Ibd to RIA
I••••• F•••••••• C•••••••••	C••••••••• F•••••••• N••••••	Jan 6, 2015	Jan 5, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
12984:8032:DE:2015-01-06	Jan 6, 2015	Jan 5, 2015	MILLSBORO, DE	Firm change

Relationships

Registered with (3)

→ B••• M••• T•••• A•••••••• L••Registered adviserregistration: current employment
Aug 22, 2025 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Jan 5, 2015 to Aug 15, 2025factForm ADV
→ I••••• F•••••••• C•••••••••Registered adviserregistration: previous registration
Feb 11, 2011 to Jan 6, 2015factForm ADV

Dated events

Occurred
Aug 15, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e013c697-a048-b320-230f-a98bcce5be8c
First observed: Feb 11, 2011
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.