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S•••• R•••••• T••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner32 years in industry

S•••• R•••••• T••••••••

Advisor at B•• C••••• A•••••••

MILFORD, NH | CONCORD, MA

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Search this name across graphsid dfx:ria:6656ca9f-3e4b-fd3c-5cd6-5f5969724cda

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 2, 2000 to Sep 15, 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: B•• C••••• A•••••••
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: May 1, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 9derivedfrom 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
B•• C••••• A•••••••	Independent wealth	May 5, 2017	n/a	yes	MILFORD, NH\|CONCORD, MA	Current employment
M•••••••• V••••• F•••••••• A•••••••• I•••	State registered	Jul 2, 2000	May 17, 2017	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
M•••••••• V••••• F•••••••• A•••••••• I•••	B•• C••••• A•••••••	May 17, 2017	May 5, 2017	-12	Firm change	Other

Relationships

Registered with (2)

→ B•• C••••• A•••••••Registered adviserregistration: current employment
May 5, 2017 to presentfactForm ADV
→ M•••••••• V••••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 2, 2000 to May 17, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6656ca9f-3e4b-fd3c-5cd6-5f5969724cda
First observed: Jul 2, 2000
Last observed: Sep 15, 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.