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.

Current firm

NORTHBRIDGE WEALTH MANAGEMENT LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Apr 7, 2014

First registration

Nov 30, 2020

Dual registered

no

Other names

MAXIMILIAN SEBASTIAN CAVALLO|Maximilian S. Cavallo|MAX CAVALLO|MAX S. CAVALLO

IAPD individual key

6275554

• Occurred

  Apr 2, 2025
  Advisor changed firm

  Maximilian Cavallo left Needham & Company, Llc for Northbridge Wealth Management Llc (registered 2026-05-13)

  Form ADVobserved 6 days ago
• Occurred

  Oct 6, 2022
  Advisor changed firm

  Maximilian Cavallo left Morgan Stanley for Needham & Company, Llc (registered 2022-09-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5d0458b3-d7b3-11d8-71a4-02e44c907d67

First observed

Nov 30, 2020

Last observed

Sep 14, 2026 7 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.