DFX Intelligence

P••••••• B••••••••• W••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

P••••••• B••••••••• W••••

Advisor at F•• H••• W••••• M•••••••••

DEDHAM, MA

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Search this name across graphsid dfx:ria:394e92d6-711a-344a-3b0d-9a26363ec500

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 26, 2004 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: F•• H••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 17, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•• H••• W••••• M•••••••••	Independent wealth	Dec 13, 2022	n/a	yes	DEDHAM, MA	Current employment
B••• B••• L••	Independent wealth	Apr 12, 2016	Nov 10, 2022	no	DEDHAM, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••• B••• L••	F•• H••• W••••• M•••••••••	Nov 10, 2022	Dec 13, 2022	33	Firm change	RIA to RIA
P•••••• A•••••• G••••• L••	B••• B••• L••	May 19, 2016	Apr 12, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
155216:282611:NJ:2016-05-19	May 19, 2016	Apr 12, 2016	MORRISTOWN, NJ	Firm change after gap

Relationships

Registered with (4)

→ F•• H••• W••••• M•••••••••Registered adviserregistration: current employment
Dec 13, 2022 to presentfactForm ADV
→ B••• B••• L••Registered adviserregistration: previous registration
Apr 12, 2016 to Nov 10, 2022factForm ADV
→ P•••••• A•••••• G••••• L••Registered adviserregistration: previous registration
Jul 1, 2014 to May 19, 2016factForm ADV
→ C•••••• C•••••• C•••••••••

Dated events

Occurred
Nov 10, 2022
A•••••• firm change
P••••••• B••••••••• W•••• left B••• B••• L•• for F•• H••• W••••• M••••••••• (registered 2022-12-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:394e92d6-711a-344a-3b0d-9a26363ec500
First observed: Nov 26, 2004
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.