DFX Intelligence
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Reading the graph
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Advisor at G••••••••• R••••••••• G••••• L••
BRAINTREE, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| G••••••••• R••••••••• G••••• L•• | State registered | May 22, 2025 | n/a | yes | BRAINTREE, MA | Current employment |
| A• W••••• M••••••••• L•• | Bd affiliated wealth | May 22, 2025 | Jul 17, 2025 | no | Braintree, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A• W••••• M••••••••• L•• | G••••••••• R••••••••• G••••• L•• | Jul 17, 2025 | May 22, 2025 | -56 | Firm change after gap | Ibd to state RIA |
| C••••••• S••••••••• I••• | A• W••••• M••••••••• L•• | Dec 17, 2024 | May 22, 2025 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282580:335069:MA:2025-07-17 | Jul 17, 2025 | May 22, 2025 | BRAINTREE, MA | Firm change after gap |
| C••••••• S••••••••• I••• | Bd affiliated wealth | Nov 21, 2022 | Dec 17, 2024 | no | BOSTON, MA|BOSTON, MA|Woburn, MA|BOSTON, MA|BOSTON, MA|Boston, MA|JOHNSTON, RI|HUDSON, NH|Hudson, MA | Previous registration |
| M••••• L•• | Independent wealth | Nov 7, 2017 | Jan 13, 2021 | no | Boston, MA|RADNOR, PA | Previous registration |
| 156 |
| Firm change |
| Ibd to ibd |
| M••••• L•• | C••••••• S••••••••• I••• | Jan 13, 2021 | Nov 21, 2022 | 677 | Firm change after gap | RIA to ibd |