DFX Intelligence

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

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RIA / WealthAdvisor48 years in industry

M••• F•••••• B•••••

Advisor at B••••• • C••• I•••

SOUTH WINDSOR, CT

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Search this name across graphsid dfx:ria:42929681-8f53-c1b8-9fb0-06e108ad9f13

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 9, 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: B••••• • C••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 1, 1978earliest registration or exam on IAPD
Years in industry: 48derivedfrom 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
B••••• • C••• I•••	State registered	Jun 8, 2010	n/a	yes	SOUTH WINDSOR, CT	Current employment
C••••••• • C••• I•••	Former SEC adviser	Dec 9, 2004	Apr 28, 2010	no	WINDSOR, CT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• • C••• I•••	B••••• • C••• I•••	Apr 28, 2010	Jun 8, 2010	41	Firm change	Other

Relationships

Registered with (2)

→ B••••• • C••• I•••Registered adviserregistration: current employment
Jun 8, 2010 to presentfactForm ADV
→ C••••••• • C••• I•••Registered adviserregistration: previous registration
Dec 9, 2004 to Apr 28, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42929681-8f53-c1b8-9fb0-06e108ad9f13
First observed: Dec 9, 2004
Last observed: Sep 14, 2026 9 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.