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

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RIA / WealthAdvisor29 years in industry

M••• R••••• B•••••

Advisor at B••••••••• W•••••

HINGHAM, MA

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Search this name across graphsid dfx:ria:3b1d9440-2343-daf6-28da-6e6e936e6754

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 22, 2006 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: B••••••••• W•••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 19, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms

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
B••••••••• W•••••	Independent wealth	Jan 29, 2016	n/a	yes	HINGHAM, MA	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Nov 15, 2019	Jul 1, 2024	no	Hyannis, MA\|WALTHAM, MA\|Hanover, MA

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••••••••• F•••••••• N••••••	n/a	Jul 1, 2024	n/a	n/a	Departure no registered destination	Departure
L•• F•••••••• L••	B••••••••• W•••••	Nov 18, 2019	Jan 29, 2016

Relationships

Registered with (5)

→ B••••••••• W•••••Registered adviserregistration: current employment
Jan 29, 2016 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Nov 15, 2019 to Jul 1, 2024factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Mar 19, 2012 to Nov 18, 2019factForm ADV
→ S••••••• I••••••••• I•••

Dated events

Occurred
Jul 1, 2024
Advisor departed, no destination yet
M••• R••••• B••••• no longer registered at C••••••••• F•••••••• N••••••; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b1d9440-2343-daf6-28da-6e6e936e6754
First observed: Aug 22, 2006
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.