DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst25 years in industry

C••••••• P•••• H•••••

Advisor at B••• A•••••••

MONTGOMERYVILLE, PA

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Search this name across graphsid dfx:ria:e2615245-1e86-18d4-0df1-5a301a692be6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 12, 2001 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••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 27, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• A•••••••	Independent wealth	Sep 23, 2008	n/a	yes	MONTGOMERYVILLE, PA	Current employment
W••••• A•••• M••••••••• L••	n/a	Sep 12, 2001	Sep 13, 2008	no	PHILADELPHIA, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• A•••• M••••••••• L••	B••• A•••••••	Sep 13, 2008	Sep 23, 2008	10	Firm change	Other

Relationships

Registered with (2)

→ B••• A•••••••Registered adviserregistration: current employment
Sep 23, 2008 to presentfactForm ADV
→ W••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Sep 12, 2001 to Sep 13, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e2615245-1e86-18d4-0df1-5a301a692be6
First observed: Sep 12, 2001
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.