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• B•••••
Feed of 09/14/2026
Also filed as B•••• Denis B•••••
At current firm
0 y
since Dec 3, 2025
In the industry
26 y
since Jan 1, 2000 (earliest exam, job or registration)
Prior registered firms
11
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- B••••• A•••• M••••••••• L•• state registered currentsince Dec 3, 2025 · Wynnewood, Pa
- A•••• I••••••••• G•••• independent RIAOct 17, 2024 to May 30, 2025 · Wayne, Pa
- E••••••• W••••• A•••••••• L•• state registeredDec 1, 2023 to Jun 21, 2024 · Wynnewood, Pa
- O••••••••• • C•• I••• BD affiliatedFeb 23, 2017 to Sep 21, 2017 · Jenkintown, Pa
- B•• S••••••••• I••• independent RIAApr 14, 2015 to Sep 23, 2015 · Rydal, Pa
- V• C•••••• M••••••••• L•• unclassifiedAug 11, 2011 to May 18, 2012 · Philadelphia, Pa
- M••••• S•••••• wirehouseOct 28, 2010 to Jan 10, 2011 · Philadelphia, Pa
- B••••• G•••• I••••••••• A••••••• L•• unclassifiedNov 25, 2009 to Dec 31, 2022 · Wyneewood, Pa
- B••••• G•••• I••••••••• A••••••• L•• unclassifiedNov 25, 2009 to Dec 31, 2015 · Rydal, Pa
- L•• F•••••••• L•• BD affiliatedMay 8, 2009 to Dec 10, 2009 · Wayne, Pa
- P•••• A•••••••• I••• asset managerJul 17, 2008 to Jan 22, 2009 · Malvern, Pa
- H• G• W••••••••• • C••• I••• unclassifiedJun 11, 2008 to Jun 18, 2008 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- A•••• I••••••••• G•••• to B••••• A•••• M••••••••• L••left May 30, 2025, registered Dec 3, 2025 (187 days) · RIA to a state-registered adviser
- E••••••• W••••• A•••••••• L•• to A•••• I••••••••• G••••left Jun 21, 2024, registered Oct 17, 2024 (118 days) · Other
- B••••• G•••• I••••••••• A••••••• L•• to M••••• S••••••left Dec 31, 2022, registered Oct 28, 2010 (-4447 days) · Other
- O••••••••• • C•• I••• to E••••••• W••••• A•••••••• L••left Sep 21, 2017, registered Dec 1, 2023 (2262 days) · Other
- B•• S••••••••• I••• to O••••••••• • C•• I•••left Sep 23, 2015, registered Feb 23, 2017 (519 days) · Other
- V• C•••••• M••••••••• L•• to B•• S••••••••• I•••left May 18, 2012, registered Apr 14, 2015 (1061 days) · Other
- M••••• S•••••• to V• C•••••• M••••••••• L••left Jan 10, 2011, registered Aug 11, 2011 (213 days) · Other
- L•• F•••••••• L•• to B••••• G•••• I••••••••• A••••••• L••left Dec 10, 2009, registered Nov 25, 2009 (-15 days) · Other
- P•••• A•••••••• I••• to L•• F•••••••• L••left Jan 22, 2009, registered May 8, 2009 (106 days) · Other
- H• G• W••••••••• • C••• I••• to P•••• A•••••••• I•••left Jun 18, 2008, registered Jul 17, 2008 (29 days) · Other
Signals
- B•••• D• B••••• left A•••• I••••••••• G•••• for B••••• A•••• M••••••••• L•• (registered 2025-12-03)May 30, 2025 · Advisor changed firm · fact
- B•••• D• B••••• left E••••••• W••••• A•••••••• L•• for A•••• I••••••••• G•••• (registered 2024-10-17)Jun 21, 2024 · Advisor changed firm · fact
- B•••• D• B••••• left B••••• G•••• I••••••••• A••••••• L•• for M••••• S•••••• (registered 2010-10-28)Dec 31, 2022 · 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
- STATE REGISTEREDderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address