DFX Intelligence

S•••••• H• P••• E••••••• B••••••• S••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

S•••••• H• P••• E••••••• B••••••• S••••••••

P•••, S•••••• H•••, CRD 170492

DEDHAM, MA

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Search this name across graphsid dfx:ria:2283f696-0386-c0bd-5816-0d660bc9b295

Data as of Oct 31, 2019 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 31, 2019 to Oct 31, 2019
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 1
Advisory employees: 0
Offices: 0Schedule D 1.F, beyond the principal office
CRD: 170492
Filings on the tape: 1
First filed: Oct 31, 2019

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
S•••••• H••• P•••	n/a	Needham, MA	6	43	1	no

Relationships

Registered with (1)

← S•••••• H••• P•••Advisorregistration: previous registration
Jul 30, 2014 to Dec 31, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2283f696-0386-c0bd-5816-0d660bc9b295
First observed: Oct 31, 2019
Last observed: Oct 31, 2019 83 months ago
Source families: Federal regulator filings
3 registered feeds 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.