DFX Intelligence

T•••••• B••••••• N•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst23 years in industry

T•••••• B••••••• N•••

Advisor at A••••••• I••••••••• A•••••••• L••

HINGHAM, MA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 8, 2003 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••••••• I••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 8, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• I••••••••• A•••••••• L••	Independent wealth	Jul 7, 2017	n/a	yes	HINGHAM, MA	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Nov 3, 2015	Jun 29, 2017	no	BOSTON, MA\|Tampa, FL\|WASHINGTON, DC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	A••••••• I••••••••• A•••••••• L••	Jun 29, 2017	Jul 7, 2017	8	Firm change	Other
C••••••• M••••••••• A•••••••• I•••	C•••••••• G••••• M•••••• I•••	Sep 13, 2004	Nov 3, 2015

Relationships

Registered with (3)

→ A••••••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Jul 7, 2017 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Nov 3, 2015 to Jun 29, 2017factForm ADV
→ C••••••• M••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 8, 2003 to Sep 13, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 8, 2003
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.