DFX Intelligence

F•••••• G•••••• C•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

F•••••• G•••••• C•••••••

Advisor at A••••••• I••••••••• G••••• L••

••• Locked

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Search this name across graphsid dfx:ria:73c52a9a-c087-49fb-506a-83853e0ba1c6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 8, 2023 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: A••••••• I••••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 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

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• I••••••••• G••••• L••	Independent wealth	May 15, 2026	n/a	yes	NORTH ANDOVER, MA\|EXETER, NH\|BEDFORD, NH\|NASHUA, NH\|CONCORD, NH\|HAMPTON, NH	Current employment
F•••••••• W••••• P•••••••• L••	Independent wealth	Sep 16, 2024	May 11, 2026	no	NEWTON LOWER FALLS, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• W••••• P•••••••• L••	A••••••• I••••••••• G••••• L••	May 11, 2026	May 15, 2026	4	Firm change	RIA to RIA
S•• W•••••	F•••••••• W••••• P•••••••• L••	Jul 5, 2024	Sep 16, 2024

Relationships

Registered with (3)

→ A••••••• I••••••••• G••••• L••Registered adviserregistration: current employment
May 15, 2026 to presentfactForm ADV
→ F•••••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
Sep 16, 2024 to May 11, 2026factForm ADV
→ S•• W•••••Registered adviserregistration: previous registration
May 8, 2023 to Jul 5, 2024factForm ADV

Dated events

Occurred
May 11, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jul 5, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:73c52a9a-c087-49fb-506a-83853e0ba1c6
First observed: May 8, 2023
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.