DFX Intelligence

B•••• P•••••• C•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

B•••• P•••••• C•••••••

Advisor at E•••••• F•••••••• E••••••

••• Locked

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Search this name across graphsid dfx:ria:7c751512-b967-8598-5897-96a1fb156dcf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Dec 17, 2013 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: E•••••• F•••••••• E••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 15, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• F•••••••• E••••••	Independent wealth	Jun 5, 2025	n/a	yes	FAIRFAX, VA\|MARBLEHEAD, MA\|BURLINGTON, TOWN OF, MA	Current employment
C•••••• W••••• A••••••• G••••	Independent wealth	Dec 2, 2024	Jun 20, 2025	no	Marblehead, MA\|FLEMING ISLAND, FL

Moves

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From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• W••••• A••••••• G••••	E•••••• F•••••••• E••••••	Jun 20, 2025	Jun 5, 2025	-15	Firm change	RIA to RIA
F••••• I•••••••••	C•••••• W••••• A••••••• G••••	Nov 19, 2024	Dec 2, 2024

Relationships

Registered with (7)

→ E•••••• F•••••••• E••••••Registered adviserregistration: current employment
Jun 5, 2025 to presentfactForm ADV
→ C•••••• W••••• A••••••• G••••Registered adviserregistration: previous registration
Dec 2, 2024 to Jun 20, 2025factForm ADV
→ F••••• I•••••••••Registered adviserregistration: previous registration
Sep 22, 2021 to Nov 19, 2024factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

Occurred
Jun 20, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 19, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c751512-b967-8598-5897-96a1fb156dcf
First observed: Dec 17, 2013
Last observed: Sep 15, 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.