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C•••••• W•••••• H••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)49 years in industry

C•••••• W•••••• H••••••

Advisor at M•• F•••••••• C•••

Westwood, MA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 14, 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: M•• F•••••••• C•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 1977earliest registration or exam on IAPD
Years in industry: 49derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• F•••••••• C•••	State registered	Jan 8, 2019	n/a	yes	Westwood, MA	Current employment
M•• F•••••••• C•••	State registered	Jun 14, 2005	Dec 31, 2018	no	WESTWOOD, MA\|WESTWOOD, MA\|NEW YORK, NY	Previous registration

Relationships

Registered with (1)

→ M•• F•••••••• C•••Registered adviserregistration: previous registration
Jun 14, 2005 to Dec 31, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 14, 2005
Last observed: Sep 14, 2026 10 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.