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

C•••• M•••• B••••••

M•••• B•••••• L•••state registeredPaoli, PaIA-onlyIAPD 6347094

Feed of 09/14/2026

Also filed as Carly Bookstaber

At current firm

2 y

since Dec 11, 2023

In the industry

11 y

since Nov 10, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M•••• B•••••• L••• state registered current
since Dec 11, 2023 · Paoli, Pa
W••• C•••••• P•••••••• L•• independent RIA
Apr 29, 2022 to Jan 3, 2024 · Wayne, Pa
M•• S••••••••• I••• unclassified
Aug 21, 2018 to Jun 9, 2021 · Villanova, Pa
T• P•••••• C••••• W••••• L•• BD affiliated
Oct 7, 2015 to Jul 23, 2018 · Exton, Pa
P•• W••••• M••••••••• BD affiliated
Nov 10, 2014 to Sep 24, 2015 · Philadelphia, Pa

Moves

a registration end followed by a registration begin elsewhere

W••• C•••••• P•••••••• L•• to M•••• B•••••• L•••
left Jan 3, 2024, registered Dec 11, 2023 (-23 days) · RIA to a state-registered adviser
M•• S••••••••• I••• to W••• C•••••• P•••••••• L••
left Jun 9, 2021, registered Apr 29, 2022 (324 days) · Other
T• P•••••• C••••• W••••• L•• to M•• S••••••••• I•••
left Jul 23, 2018, registered Aug 21, 2018 (29 days) · Other
P•• W••••• M••••••••• to T• P•••••• C••••• W••••• L••
left Sep 24, 2015, registered Oct 7, 2015 (13 days) · Other

Signals

C•••• M•••• B•••••• left W••• C•••••• P•••••••• L•• for M•••• B•••••• L••• (registered 2023-12-11)
Jan 3, 2024 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address