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

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

P••••••• S•••• M••••

Advisor at M•••• F•••••••• A•••••••• L•••

ARLINGTON, MA | BELMONT, MA

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Search this name across graphsid dfx:ria:188cfb04-3a6b-01ff-117b-52e5b2aa5d69

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 21, 2012 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•••• F•••••••• A•••••••• L•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• F•••••••• A•••••••• L•••	Independent wealth	Feb 7, 2003	n/a	yes	ARLINGTON, MA\|BELMONT, MA	Current employment
P•••••• F•••••••• A•••••••	State registered	May 21, 2012	Dec 24, 2015	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• F•••••••• A•••••••	n/a	Dec 24, 2015	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ M•••• F•••••••• A•••••••• L•••Registered adviserregistration: current employment
Feb 7, 2003 to presentfactForm ADV
→ P•••••• F•••••••• A•••••••Registered adviserregistration: previous registration
May 21, 2012 to Dec 24, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:188cfb04-3a6b-01ff-117b-52e5b2aa5d69
First observed: May 21, 2012
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.