A••• J• M•••••

Advisor at C•••••••

Boston, MA

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Search this name across graphsid dfx:ria:2ec7fa55-892f-f543-6e45-54c5817b22d4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 14, 2013 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: C•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Feb 4, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Feb 14, 2025	n/a	yes	Boston, MA	Current employment
F•••••••• F••••••••• I•••	State registered	Mar 8, 2022	Feb 6, 2025	no	Westborough, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• F••••••••• I•••	C•••••••	Feb 6, 2025	Feb 14, 2025	8	Firm change	Other
C••••••••• F•••••••• N••••••	F•••••••• F••••••••• I•••	Feb 4, 2025	Mar 8, 2022

Relationships

Registered with (5)

→ C•••••••Registered adviserregistration: current employment
Feb 14, 2025 to presentfactForm ADV
→ F•••••••• F••••••••• I•••Registered adviserregistration: previous registration
Mar 8, 2022 to Feb 6, 2025factForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Jun 4, 2019 to Feb 4, 2025factForm ADV
→ E••••• J••••

Dated events

Occurred
Feb 6, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Feb 4, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ec7fa55-892f-f543-6e45-54c5817b22d4
First observed: Feb 14, 2013
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.