DFX Intelligence

N••••• S••••• W•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

N••••• S••••• W•••••••••

Advisor at B••••••••• W••••• P•••••••• L••

CENTER VALLEY, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Aug 16, 2004 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••••••••• W••••• P•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 12, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• W••••• P•••••••• L••	State registered	Jan 17, 2024	n/a	yes	CENTER VALLEY, PA	Current employment
P•••••• A•••••• G••••• L••	Bd affiliated wealth	Sep 22, 2022	Jan 17, 2024	no	MORRISTOWN, NJ\|Center Valley, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• A•••••• G••••• L••	B••••••••• W••••• P•••••••• L••	Jan 17, 2024	Jan 17, 2024	0	Firm change	Ibd to state RIA
L•• F•••••••• L••	P•••••• A•••••• G••••• L••	Sep 20, 2022	Sep 22, 2022

Relationships

Registered with (5)

→ B••••••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Jan 17, 2024 to presentfactForm ADV
→ P•••••• A•••••• G••••• L••Registered adviserregistration: previous registration
Sep 22, 2022 to Jan 17, 2024factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 20, 2022 to Sep 20, 2022factForm ADV
→ S•• I••••••••• M••••••••• C•••

Dated events

Order

Occurred
17 Jan 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
20 Sep 2022
Advisor changed firm
••• Locked
Form ADV
Occurred
6 Sep 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 16, 2004
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.