DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

J••••• C•••••• P••••••••

Advisor at B•••••••• I••••••••• M••••••••• L••

PRINCETON, NJ

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Search this name across graphsid dfx:ria:f755216a-789c-2774-12d2-a845e6705770

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 18, 2018 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•••••••• I••••••••• M••••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Sep 28, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• I••••••••• M••••••••• L••	Asset manager	Apr 17, 2023	n/a	yes	PRINCETON, NJ	Current employment
P•••••••• A•••••••	National bd RIA	Mar 9, 2022	Aug 19, 2022	no	PARAMUS, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• A•••••••	B•••••••• I••••••••• M••••••••• L••	Aug 19, 2022	Apr 17, 2023	241	Firm change	Other
A••••• A•• P••••••• S•••••••	P•••••••• A•••••••	Dec 22, 2020	Mar 9, 2022

Relationships

Registered with (3)

→ B•••••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Apr 17, 2023 to presentfactForm ADV
→ P•••••••• A•••••••Registered adviserregistration: previous registration
Mar 9, 2022 to Aug 19, 2022factForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Jul 18, 2018 to Dec 22, 2020factForm ADV

Dated events

Occurred
Aug 19, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f755216a-789c-2774-12d2-a845e6705770
First observed: Jul 18, 2018
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.