DFX Intelligence

A••••• M••••••• R•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

A••••• M••••••• R•••

Advisor at M••••••• F•••••••• S•••••••• I•••

MARSHFIELD, MA

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Search this name across graphsid dfx:ria:27d3805c-3abe-924f-d1ab-04cbb7a023bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 9, 2007 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•••••••• S•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 4, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• F•••••••• S•••••••• I•••	Independent wealth	Sep 10, 2010	n/a	yes	MARSHFIELD, MA	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Jan 9, 2007	Oct 1, 2010	no	MARSHFIELD, MA\|MARSHFIELD, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	M••••••• F•••••••• S•••••••• I•••	Oct 1, 2010	Sep 10, 2010	-21	Firm change	Other

Relationships

Registered with (2)

→ M••••••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Sep 10, 2010 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Jan 9, 2007 to Oct 1, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27d3805c-3abe-924f-d1ab-04cbb7a023bd
First observed: Jan 9, 2007
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.