DFX Intelligence

C••••••••• A•••• G•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor15 years in industry

C••••••••• A•••• G•••••••

Advisor at P••••••• P•••••• C••••••••• L••

CONCORD, MA | NEEDHAM, MA

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Search this name across graphsid dfx:ria:3f14ec54-7685-f137-9fde-ce4e733336f4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 21, 2017 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: P••••••• P•••••• C••••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• P•••••• C••••••••• L••	Institutional manager	Apr 24, 2022	n/a	yes	NEEDHAM, MA\|CONCORD, MA	Current employment
P••••••••	Institutional manager	Apr 14, 2020	Mar 24, 2022	no	Concord, MA\|CHICAGO, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••	P••••••• P•••••• C••••••••• L••	Mar 24, 2022	Apr 24, 2022	31	Firm change	Other
P••••••• P•••••• C••••••••• L••	P••••••••	Feb 13, 2020	Apr 14, 2020

Relationships

Registered with (2)

→ P••••••• P•••••• C••••••••• L••Registered adviserregistration: previous registration
Nov 21, 2017 to Feb 13, 2020factForm ADV
→ P••••••••Registered adviserregistration: previous registration
Apr 14, 2020 to Mar 24, 2022factForm ADV

Dated events

Occurred
Mar 24, 2022
Advisor changed firm
C••••••••• A•••• G••••••• left Planpilot for P••••••• P•••••• C••••••••• L•• (registered 2022-04-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3f14ec54-7685-f137-9fde-ce4e733336f4
First observed: Nov 21, 2017
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.