DFX Intelligence

M•••••• R•••••• P•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

M•••••• R•••••• P•••••

Advisor at A•••••• W••••• M••••••••• L••

MANCHESTER, NH

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Search this name across graphsid dfx:ria:0d473c7c-4dd1-003b-5c01-5d5dad89d8f1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 31, 2011 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: A•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 2, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••• W••••• M••••••••• L••	Independent wealth	Oct 7, 2016	n/a	yes	MANCHESTER, NH	Current employment
G•• S••••••••• I•••	Bd affiliated wealth	Jan 31, 2011	Oct 31, 2016	no	BILLERICA, MA\|PALM BEACH GARDENS, FL\|PEMBROKE, NH\|PALM BEACH GARDENS, FL\|DERRY, NH\|Salem, NH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•• S••••••••• I•••	A•••••• W••••• M••••••••• L••	Oct 31, 2016	Oct 7, 2016	-24	Firm change	Other

Relationships

Registered with (2)

→ A•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Oct 7, 2016 to presentfactForm ADV
→ G•• S••••••••• I•••Registered adviserregistration: previous registration
Jan 31, 2011 to Oct 31, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d473c7c-4dd1-003b-5c01-5d5dad89d8f1
First observed: Jan 31, 2011
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.