B••••••• P••••

Advisor at M•••••••• • C•••••• I•••

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:07378d3d-4dd5-8c1e-3292-230509f329b4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 11, 2017 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M•••••••• • C•••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••••• • C•••••• I•••	Independent wealth	Jul 30, 2026	n/a	yes	BOSTON, MA	Current employment
W••••• E••••••••• A••••••• S•••••••• L••	Bd affiliated wealth	Apr 13, 2021	Sep 30, 2024	no	BOSTON, MA\|PLYMOUTH, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• E••••••••• A••••••• S•••••••• L••	M•••••••• • C•••••• I•••	Sep 30, 2024	Jul 30, 2026	668	Firm change after gap	Ibd to RIA
N•••• A••••••• M••••••••• C•••	W••••• E••••••••• A••••••• S•••••••• L••	Apr 14, 2021	Apr 13, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
104825:116407:MA:2021-04-14	Apr 14, 2021	Apr 13, 2021	BOSTON, MA	Firm change

Relationships

Registered with (4)

→ M•••••••• • C•••••• I•••Registered adviserregistration: current employment
Jul 30, 2026 to presentfactForm ADV
→ W••••• E••••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 13, 2021 to Sep 30, 2024factForm ADV
→ N•••• A••••••• M••••••••• C•••Registered adviserregistration: previous registration
Feb 11, 2020 to Apr 14, 2021factForm ADV
→ M••••• L••

Dated events

Occurred
Sep 30, 2024
Advisor changed firm
B••••••• P•••• left W••••• E••••••••• A••••••• S•••••••• L•• for M•••••••• • C•••••• I••• (registered 2026-07-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:07378d3d-4dd5-8c1e-3292-230509f329b4
First observed: Oct 11, 2017
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.