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M•••••• E••••• H••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultant30 years in industry

M•••••• E••••• H••••

Advisor at C••••• C•••••• M•••••••••

WORCESTER, MA

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Search this name across graphsid dfx:ria:614000c7-578f-4bf9-a2a4-d2496350c7d3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 28, 2007 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••••• C•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 28, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• C•••••• M•••••••••	Independent wealth	Oct 18, 2019	n/a	yes	WORCESTER, MA	Current employment
W•••••••• A•••• M••••••••• I•••	Mixed wealth	Dec 11, 2015	Oct 30, 2018	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••••• A•••• M••••••••• I•••	C••••• C•••••• M•••••••••	Oct 30, 2018	Oct 18, 2019	353	Firm change	RIA to RIA
T• P•••••• C••••• W••••• L••	W•••••••• A•••• M••••••••• I•••	Nov 20, 2015

Relationships

Registered with (5)

→ C••••• C•••••• M•••••••••Registered adviserregistration: current employment
Oct 18, 2019 to presentfactForm ADV
→ W•••••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Dec 11, 2015 to Oct 30, 2018factForm ADV
→ T• P•••••• C••••• W••••• L••Registered adviserregistration: previous registration
Apr 23, 2013 to Nov 20, 2015factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:614000c7-578f-4bf9-a2a4-d2496350c7d3
First observed: Aug 28, 2007
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.