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.
Registered advisor
Tara Conti Bansal
Certified Financial Planner
Feed of 09/14/2026
Also filed as Tara Anne Conti
At current firm
4 y
since Apr 7, 2022
In the industry
18 y
since Mar 27, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Princeton Global Asset Management LLC independent RIA currentsince Apr 7, 2022 · Princeton, Nj
- Positive Impact Consulting LLC unclassifiedMar 23, 2017 to Dec 12, 2023 · Princeton, Nj
- Novi Wealth Partners independent RIAOct 15, 2015 to Aug 12, 2016 · Princeton, Nj
- Glen Eagle Advisors, LLC formerJul 23, 2013 to Jul 2, 2015 · Princeton, Nj
- Main Street Financial Solutions, LLC formerMar 28, 2008 to Jul 18, 2013 · Newtown, Pa
Moves
a registration end followed by a registration begin elsewhere
- Positive Impact Consulting LLC to Princeton Global Asset Management LLCleft Dec 12, 2023, registered Apr 7, 2022 (-614 days) · Other
- Novi Wealth Partners to Positive Impact Consulting LLCleft Aug 12, 2016, registered Mar 23, 2017 (223 days) · Other
- Glen Eagle Advisors, LLC to Novi Wealth Partnersleft Jul 2, 2015, registered Oct 15, 2015 (105 days) · Other
- Main Street Financial Solutions, LLC to Glen Eagle Advisors, LLCleft Jul 18, 2013, registered Jul 23, 2013 (5 days) · Other
Signals
- Tara Conti Bansal left Positive Impact Consulting Llc for Princeton Global Asset Management Llc (registered 2022-04-07)Dec 12, 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address