DFX Intelligence

D•••• E••••• B•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor30 years in industry

D•••• E••••• B•••

Advisor at B••• F•••••••• G••••• I•••

EAST LONGMEADOW, MA

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Search this name across graphsid dfx:ria:0ef8cbb6-078b-3c69-d84a-ae1e3e3b6ed7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2005 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: B••• F•••••••• G••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 21, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• F•••••••• G••••• I•••	State registered	Nov 1, 2017	n/a	yes	EAST LONGMEADOW, MA	Current employment
G••••• F•••••••• P•••••• C••••••• I•••	Former SEC adviser	Jan 6, 2014	Aug 17, 2018	no	LONGMEADOW, MA\|SARASOTA, FL\|EAST LONGMEADOW, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• F•••••••• P•••••• C••••••• I•••	B••• F•••••••• G••••• I•••	Aug 17, 2018	Nov 1, 2017	-289	Firm change after gap	Ibd to state RIA
K•••• M•••••••••	G••••• F•••••••• P•••••• C••••••• I•••	Dec 31, 2013	Jan 6, 2014

Relationships

Registered with (6)

→ B••• F•••••••• G••••• I•••Registered adviserregistration: current employment
Nov 1, 2017 to presentfactForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••Registered adviserregistration: previous registration
Jan 6, 2014 to Aug 17, 2018factForm ADV
→ K•••• M•••••••••Registered adviserregistration: previous registration
Jul 2, 2010 to Dec 31, 2013factForm ADV
→ W•••••••• F•••••••• G••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ef8cbb6-078b-3c69-d84a-ae1e3e3b6ed7
First observed: Mar 29, 2005
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.