DFX Intelligence

G•••••• S• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)13 years in industry

G•••••• S• M•••••

Advisor at M••••• S••••••

Boston, MA

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Search this name across graphsid dfx:ria:6acb6b3e-f2da-b816-345f-66dd0c1842a9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Mar 20, 2018 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

G•••••• S•••• M•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Nov 1, 2012earliest 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Feb 2, 2021	n/a	yes	Boston, MA	Current employment
S••••••• A•••• M••••••• L•••••	Independent wealth	Apr 10, 2018	Jan 3, 2020	no	Woodcliff Lake, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• A•••• M••••••• L•••••	M••••• S••••••	Jan 3, 2020	Feb 2, 2021	396	Firm change	RIA to wirehouse
H•••• S••••• W••••• A•••••••	S••••••• A•••• M••••••• L•••••	Sep 11, 2018	Apr 10, 2018

Relationships

Registered with (3)

→ M••••• S••••••Registered adviserregistration: current employment
Feb 2, 2021 to presentfactForm ADV
→ S••••••• A•••• M••••••• L•••••Registered adviserregistration: previous registration
Apr 10, 2018 to Jan 3, 2020factForm ADV
→ H•••• S••••• W••••• A•••••••Registered adviserregistration: previous registration
Mar 20, 2018 to Sep 11, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6acb6b3e-f2da-b816-345f-66dd0c1842a9
First observed: Mar 20, 2018
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.