DFX Intelligence

B•••• A••••• R•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

B•••• A••••• R•••••••

Advisor at I••••••• C•••••• M••••••••• L••

CONSHOHOCKEN, PA | Tampa, FL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 11, 2018 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: I••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••• C•••••• M••••••••• L••	Independent wealth	Feb 26, 2021	n/a	yes	CONSHOHOCKEN, PA\|Tampa, FL	Current employment
S•• I••••••••• M••••••••• C•••	Mixed wealth	Jul 11, 2018	Nov 23, 2020	no	OAKS, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•• I••••••••• M••••••••• C•••	I••••••• C•••••• M••••••••• L••	Nov 23, 2020	Feb 26, 2021	95	Firm change	Other

Relationships

Registered with (2)

→ I••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Feb 26, 2021 to presentfactForm ADV
→ S•• I••••••••• M••••••••• C•••Registered adviserregistration: previous registration
Jul 11, 2018 to Nov 23, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 11, 2018
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.