A••• W••••••

Advisor at B••••• A•••••••

MILL VALLEY, CA | EXTON, 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:f9614e10-07ba-f04e-d703-b59a158df6ec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Aug 31, 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••••• A•••••••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••• W•••••	State registered	Dec 9, 2025	n/a	yes	EXTON, PA	Current employment
B••••• A•••••••	No RAUM reported	Oct 24, 2025	n/a	yes	EXTON, PA\|MILL VALLEY, CA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• W••••• M••••••••• L••	B••••• A•••••••	Feb 6, 2026	Oct 24, 2025	-105	Firm change after gap	RIA to new firm
W••••• M••••••••• S••••••••	M••••• W••••• M••••••••• L••	Aug 7, 2024	May 17, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
264793:324624:PA:2024-08-07	Aug 7, 2024	May 17, 2024	EXTON, PA	Firm change after gap

Relationships

Registered with (6)

→ P••• W•••••Registered adviserregistration: current employment
Dec 9, 2025 to presentfactForm ADV
→ B••••• A•••••••Registered adviserregistration: current employment
Oct 24, 2025 to presentfactForm ADV
→ M••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
May 17, 2024 to Feb 6, 2026factForm ADV
→ W••••• M••••••••• S••••••••

Dated events

Occurred
Feb 6, 2026
Advisor changed firm
A••• W•••••• left M••••• W••••• M••••••••• L•• for B••••• A••••••• (registered 2025-10-24)
Form ADVobserved 7 days ago
Occurred
Aug 7, 2024
Advisor changed firm
A••• W•••••• left W••••• M••••••••• S•••••••• for M••••• W••••• M••••••••• L•• (registered 2024-05-17)
Form ADVobserved 7 days ago
Occurred
Jul 5, 2022
Advisor changed firm
A••• W•••••• left Wealthfd for W••••• M••••••••• S•••••••• (registered 2022-07-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f9614e10-07ba-f04e-d703-b59a158df6ec
First observed: Aug 31, 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.