B•••••• F•••

Advisor at C•••• A••••••• I•••

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:60361cc3-cc96-36ff-b2fe-c7076941402d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 16, 2013 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: C•••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• A••••••• I•••	Independent wealth	Sep 20, 2021	n/a	yes	BOSTON, MA	Current employment
E•••••••• A•••••••• L••	National bd RIA	Sep 16, 2013	Sep 22, 2021	no	BROOKLINE, MA\|WELLESLEY, MA\|WELLESLEY, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	C•••• A••••••• I•••	Sep 22, 2021	Sep 20, 2021	-2	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ C•••• A••••••• I•••Registered adviserregistration: current employment
Sep 20, 2021 to presentfactForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 16, 2013 to Sep 22, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60361cc3-cc96-36ff-b2fe-c7076941402d
First observed: Sep 16, 2013
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.