B•••••• M••••••

Advisor at C••••••••• C•••••• A••••••• I••

WYNNEWOOD, PA

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:e6b6d5e7-9717-af14-c106-bbd333ba98a0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 21, 2011 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: C••••••••• C•••••• A••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 27, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• C•••••• A••••••• I••	Independent wealth	Oct 27, 2015	n/a	yes	WYNNEWOOD, PA	Current employment
C•••••• A•••••••	Bd affiliated wealth	Mar 20, 2014	Sep 25, 2015	no	WYNCOTE, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A•••••••	C••••••••• C•••••• A••••••• I••	Sep 25, 2015	Oct 27, 2015	32	Firm change	Other
L•••••• I•••••••••	C•••••• A•••••••	Sep 25, 2015	Mar 20, 2014

Relationships

Registered with (5)

→ C••••••••• C•••••• A••••••• I••Registered adviserregistration: current employment
Oct 27, 2015 to presentfactForm ADV
→ C•••••• A•••••••Registered adviserregistration: previous registration
Mar 20, 2014 to Sep 25, 2015factForm ADV
→ L•••••• I•••••••••Registered adviserregistration: previous registration
Jul 11, 2013 to Sep 25, 2015factForm ADV
→ V••••• F•••• A•••• M••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6b6d5e7-9717-af14-c106-bbd333ba98a0
First observed: Dec 21, 2011
Last observed: Sep 14, 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.