RIA Intelligence
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D•••••• A••••• G••••
- Title
- SENIOR PLANNING & INVESTMENT ANALYSTreportedonepointbfg.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- O••••••• B•• W••••• P••••••• independent RIA currentsince Jul 15, 2022 · Parsippany, Nj
- P•••••• A•••••• G••••• L•• BD affiliatedMar 18, 2015 to Jul 21, 2022 · Fairfield, Nj
- N••••••••• M••••• I••••••••• S••••••••• no RAUMOct 2, 2013 to Feb 3, 2015 · West Caldwell, Nj
- P•••••• A•••••• G••••• L•• to O••••••• B•• W••••• P•••••••left Jul 21, 2022, registered Jul 15, 2022 (-6 days) · corporate re-registration, not a move
- N••••••••• M••••• I••••••••• S••••••••• to P•••••• A•••••• G••••• L••left Feb 3, 2015, registered Mar 18, 2015 (43 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address