T••••• E• W•••

Advisor at P•••••• • W••••• M••••••••• A•••••••

WALTHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 4, 1999 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•••••• • W••••• M••••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 11, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• • W••••• M••••••••• A•••••••	Independent wealth	May 4, 2026	n/a	yes	WALTHAM, MA	Current employment
D••••••••• A•••• M••••••••• I•••	Former SEC adviser	Feb 4, 1999	Mar 20, 2025	no	STONEHAM, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D••••••••• A•••• M••••••••• I•••	P•••••• • W••••• M••••••••• A•••••••	Mar 20, 2025	May 4, 2026	410	Firm change after gap	Other

Relationships

Registered with (2)

→ P•••••• • W••••• M••••••••• A•••••••Registered adviserregistration: current employment
May 4, 2026 to presentfactForm ADV
→ D••••••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Feb 4, 1999 to Mar 20, 2025factForm ADV

Dated events

Order

Occurred
20 Mar 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 4, 1999
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.