DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

C•••••• G• B•••• I•

Advisor at M••••••• F•••••••• G••••

BOSTON, MA

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Search this name across graphsid dfx:ria:47c2aa3f-7dca-def2-f1e3-46f242a6c188

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 1, 2013 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: M••••••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 8, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• F•••••••• G••••	Independent wealth	Oct 1, 2025	n/a	yes	BOSTON, MA	Current employment
N•••••• A•••••••	Bd affiliated wealth	Aug 23, 2021	Sep 30, 2025	no	Boston, MA\|NEW ORLEANS, LA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••• A•••••••	M••••••• F•••••••• G••••	Sep 30, 2025	Oct 1, 2025	1	Firm change	Ibd to new firm
M•• I•••••••• S•••••••• L••	N•••••• A•••••••	Aug 25, 2021	Aug 23, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
14251:151664:MA:2017-03-25	Mar 25, 2017	Jan 22, 2015	BOSTON, MA	Firm change after gap

Relationships

Registered with (6)

→ M••••••• F•••••••• G••••Registered adviserregistration: current employment
Oct 1, 2025 to presentfactForm ADV
→ N•••••• A•••••••Registered adviserregistration: previous registration
Aug 23, 2021 to Sep 30, 2025factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 25, 2017 to Aug 25, 2021factForm ADV
→ M••••••

Dated events

Occurred
Sep 30, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:47c2aa3f-7dca-def2-f1e3-46f242a6c188
First observed: Apr 1, 2013
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.