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.

Current firm

CHARLESBRIDGE ADVISORS

Current firm class

other adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 29, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jan 29, 1992

First registration

Mar 26, 2015

Dual registered

no

Other names

Bob Boon

IAPD individual key

2204796

• Occurred

  May 22, 2025
  Advisor changed firm

  Robert Thomas Boon left Osaic Institutions, Inc. for Charlesbridge Advisors (registered 2026-05-19)

  Form ADVobserved 4 days ago
• Occurred

  Jan 12, 2023
  Advisor changed firm

  Robert Thomas Boon left Mascoma Wealth Management for Osaic Institutions, Inc. (registered 2024-08-27)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:449374c9-856d-3d79-64d5-2156c7ff106e

First observed

Mar 26, 2015

Last observed

Sep 14, 2026 5 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.