P••• M• M•••••

Advisor at M•• F••••••••

BRAINTREE, MA

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Search this name across graphsid dfx:ria:5a595e2a-c341-0d9b-5ede-4872137e273a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 16, 1998 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••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 19, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• F••••••••	Independent wealth	Jun 14, 2011	n/a	yes	BRAINTREE, MA	Current employment
S••••••••• A•••••• A•••••••• I•••	Former SEC adviser	Mar 16, 2004	Apr 17, 2012	no	BRAINTREE, MA\|BRAINTREE, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• A•••••• A•••••••• I•••	M•• F••••••••	Apr 17, 2012	Jun 14, 2011	-308	Firm change after gap	Other
M•• F••••••••	S••••••••• A•••••• A•••••••• I•••	Sep 30, 2004	Mar 16, 2004

Relationships

Registered with (2)

→ M•• F••••••••Registered adviserregistration: previous registration
Mar 16, 1998 to Sep 30, 2004factForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 16, 2004 to Apr 17, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a595e2a-c341-0d9b-5ede-4872137e273a
First observed: Mar 16, 1998
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.