DFX Intelligence

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

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RIA / WealthAdvisor30 years in industry

C•••••••• D•••• M••••

Advisor at F• L• P••••• I••••••••• M••••••••• C••

Lynnfield, MA

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Search this name across graphsid dfx:ria:4fb42718-7e4b-733c-5ae2-2977f8202f56

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 15, 2002 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: F• L• P••••• I••••••••• M••••••••• C••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 17, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F• L• P••••• I••••••••• M••••••••• C••	Independent wealth	May 29, 2003	n/a	yes	Lynnfield, MA	Current employment
F• L• P••••• I••••••••• M••••••••• C••	Independent wealth	Mar 15, 2002	Dec 31, 2002	no	NEWTON CENTRA , MA

Relationships

Registered with (1)

→ F• L• P••••• I••••••••• M••••••••• C••Registered adviserregistration: previous registration
Mar 15, 2002 to Dec 31, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4fb42718-7e4b-733c-5ae2-2977f8202f56
First observed: Mar 15, 2002
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.