DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

B•••• D••••• D•••••••••

V••••••• C•••••• A•••••••• L••independent RIAHunt Valley, MdIA-onlyIAPD 3222500

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as B•••• D•••••••••

At current firm

0 y

since Jul 18, 2026

In the industry

27 y

since Jul 24, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

V••••••• C•••••• A•••••••• L•• independent RIA current
since Jul 18, 2026 · Hunt Valley, Md
R••••••••• A••••••• independent RIA
Jan 2, 2024 to Jul 16, 2026 · Wilmington, De
C•••••••• W••••• A••••••• independent RIA
Nov 3, 2014 to Oct 30, 2023 · Newtown Square, Pa
C•• F••• A•••••••• L•• former
Oct 29, 2010 to Mar 28, 2014 · Wynnewood, Pa

Moves

a registration end followed by a registration begin elsewhere

R••••••••• A••••••• to V••••••• C•••••• A•••••••• L••
left Jul 16, 2026, registered Jul 18, 2026 (2 days) · RIA to RIA
C•••••••• W••••• A••••••• to R••••••••• A•••••••
left Oct 30, 2023, registered Jan 2, 2024 (64 days) · RIA to RIA
C•• F••• A•••••••• L•• to C•••••••• W••••• A•••••••
left Mar 28, 2014, registered Nov 3, 2014 (220 days) · Other

Signals

B•••• D••••• D••••••••• left R••••••••• A••••••• for V••••••• C•••••• A•••••••• L•• (registered 2026-07-18)
Jul 16, 2026 · Advisor changed firm · fact
B•••• D••••• D••••••••• left C•••••••• W••••• A••••••• for R••••••••• A••••••• (registered 2024-01-02)
Oct 30, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address