DFX Intelligence
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Reading the graph
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Advisor at M•• S••••••••• L••
Boston, 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 |
|---|---|---|---|---|---|---|
| M•• S••••••••• L•• | No RAUM reported | Sep 27, 2022 | n/a | yes | Boston, MA | Current employment |
| J••• H•••••• P••••••• F•••••••• S•••••••• L•• | Bd affiliated wealth | Feb 7, 2020 | Jun 23, 2022 | no | Lynnfield, MA|BOSTON, MA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J••• H•••••• P••••••• F•••••••• S•••••••• L•• | M•• S••••••••• L•• | Jun 23, 2022 | Sep 27, 2022 | 96 | Firm change | Other |
| M••••••• I••••••••• M••••••••• ••• L•• | J••• H•••••• P••••••• F•••••••• S•••••••• L•• | Apr 13, 2020 | Feb 7, 2020 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106435:174433:MA:2020-04-13 | Apr 13, 2020 | Feb 7, 2020 | BOSTON, MA | Firm change after gap |
| M••••••• I••••••••• M••••••••• ••• L•• | Asset manager | Dec 21, 2012 | Apr 13, 2020 | no | FAIRFAX, VA|BOSTON, MA | Previous registration |
| L•• F•••••••• L•• | Bd affiliated wealth | Jun 23, 2009 | Mar 12, 2012 | no | WILMINGTON, MA|WOBURN, MA|WINCHESTER, MA|WILMINGTON, MA|WOBURN, MA|WOBURN, MA|NEEDHAM, MA | Previous registration |
| -66 |
| Firm change after gap |
| Other |
| L•• F•••••••• L•• | M••••••• I••••••••• M••••••••• ••• L•• | Mar 12, 2012 | Dec 21, 2012 | 284 | Firm change | Other |