DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

R••••• R•• E••••••

Advisor at C•••••• P••••••• W••••• M•••••••••

••• Locked

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Search this name across graphsid dfx:ria:efbadd1a-bbff-d0c4-e25a-cab0e74f4955

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 17, 2000 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: C•••••• P••••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 17, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• P••••••• W••••• M•••••••••	State registered	Feb 4, 2025	n/a	yes	Center Valley, PA	Current employment
P•••••• A•••••• G••••• L••	Bd affiliated wealth	Mar 18, 2014	n/a	yes	MORRISTOWN, NJ\|CENTER VALLEY, PA	Current employment

Relationships

Registered with (2)

→ C•••••• P••••••• W••••• M•••••••••Registered adviserregistration: current employment
Feb 4, 2025 to presentfactForm ADV
→ P•••••• A•••••• G••••• L••Registered adviserregistration: current employment
Mar 18, 2014 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:efbadd1a-bbff-d0c4-e25a-cab0e74f4955
First observed: Nov 17, 2000
Last observed: Sep 15, 2026 7 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.