DFX Intelligence

V•••••• M••• C•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor20 years in industry

V•••••• M••• C•••••••

Advisor at A••••••• P•••••••• I•••

BOSTON, MA

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Search this name across graphsid dfx:ria:4cbd4da7-60d3-9d5d-5887-53df1df7a272

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 25, 2011 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: A••••••• P•••••••• I•••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Apr 5, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• P•••••••• I•••	Other adviser	Aug 30, 2023	n/a	yes	BOSTON, MA	Current employment
S•• W•••••	Independent wealth	Jul 11, 2022	Aug 28, 2023	no	Newton, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•• W•••••	A••••••• P•••••••• I•••	Aug 28, 2023	Aug 30, 2023	2	Firm change	Other
S•• I••••••••• S••••••• I•••	S•• W•••••	Jul 29, 2022	Jul 11, 2022

Relationships

Registered with (4)

→ A••••••• P•••••••• I•••Registered adviserregistration: current employment
Aug 30, 2023 to presentfactForm ADV
→ S•• W•••••Registered adviserregistration: previous registration
Jul 11, 2022 to Aug 28, 2023factForm ADV
→ S•• I••••••••• S••••••• I•••Registered adviserregistration: previous registration
Aug 30, 2018 to Jul 29, 2022factForm ADV
→ M••••• S••••••

Dated events

Occurred
Aug 28, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4cbd4da7-60d3-9d5d-5887-53df1df7a272
First observed: Aug 25, 2011
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.