DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

B••• L•••••• C•••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

Quincy, 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 graphsid dfx:ria:4c96de8f-9781-fae0-b219-8175d03cceed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 2, 2010 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: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 11, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Jan 11, 2022	n/a	yes	Quincy, MA	Current employment
J••• H•••••• P••••••• F•••••••• S•••••••• L••	Bd affiliated wealth	Feb 11, 2020	Jan 5, 2021	no	WESTWOOD, MA\|BOSTON, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• H•••••• P••••••• F•••••••• S•••••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Jan 5, 2021	Jan 11, 2022	371	Firm change	Ibd to ibd
M••••••• I••••••••• M••••••••• ••• L••	J••• H•••••• P••••••• F•••••••• S•••••••• L••	Apr 13, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
106435:174433:MA:2020-04-13	Apr 13, 2020	Feb 11, 2020	WESTWOOD, MA	Firm change after gap

Relationships

Registered with (5)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Jan 11, 2022 to presentfactForm ADV
→ J••• H•••••• P••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 11, 2020 to Jan 5, 2021factForm ADV
→ M••••••• I••••••••• M••••••••• ••• L••Registered adviserregistration: previous registration
May 20, 2013 to Apr 13, 2020factForm ADV
→ L•• F•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c96de8f-9781-fae0-b219-8175d03cceed
First observed: Feb 2, 2010
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.