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

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RIA / WealthAdvisorChartered Financial Analyst35 years in industry

T••••• W•••••• H•••••••

Advisor at A••••••• P•••••••• I•••

BOSTON, MA

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Search this name across graphsid dfx:ria:2657d1a9-1604-9019-09a2-ccfef18e940d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 6, 2011 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: A••••••• P•••••••• I•••
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 22, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

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
A••••••• P•••••••• I•••	Other adviser	May 15, 2024	n/a	yes	BOSTON, MA	Current employment
C•••••• S••••• I••••••••• A•••••••• I••	Former SEC adviser	Mar 16, 2021	Jan 25, 2022	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
C•••••• S••••• • C••• I•••	C•••••• S••••• I••••••••• A•••••••• I••	Jan 10, 2024	Mar 16, 2021	-1,030	Channel change	Ibd to RIA
C•••••• S••••• I••••••••• A•••••••• I••	A••••••• P•••••••• I•••	Jan 25, 2022

Relationships

Registered with (4)

→ A••••••• P•••••••• I•••Registered adviserregistration: current employment
May 15, 2024 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Apr 7, 2016 to Jan 10, 2024factForm ADV
→ C•••••• S••••• I••••••••• A•••••••• I••Registered adviserregistration: previous registration
Mar 16, 2021 to Jan 25, 2022factForm ADV
→ F•••••••• I••••••••• I••

Dated events

Occurred
Jan 25, 2022
Advisor changed firm
T••••• W•••••• H••••••• left C•••••• S••••• I••••••••• A•••••••• I•• for A••••••• P•••••••• I••• (registered 2024-05-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2657d1a9-1604-9019-09a2-ccfef18e940d
First observed: Sep 6, 2011
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.