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.

Current firm

ODIORNE POINT ASSET MANAGEMENT, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 14, 1983earliest registration or exam on IAPD

Years in industry

43derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Apr 14, 1983

First registration

Jul 30, 2001

Dual registered

no

Other names

GREG LAWRENCE

IAPD individual key

1122651

• Occurred

  Oct 26, 2023
  Advisor changed firm

  Gregory William Lawrence left Estate Planners Of New England, Llc for Odiorne Point Asset Management, Llc (registered 2023-12-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0f022a1d-88bf-d744-9e35-3e63903a63e6

First observed

Jul 30, 2001

Last observed

Sep 14, 2026 7 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.