DFX Intelligence

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

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RIA / WealthAdvisor34 years in industry

M••••• F••••• C•••••

Advisor at F•••• P••••••• W•••••• L••

Boston, MA

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Search this name across graphsid dfx:ria:882ce476-bf9b-7bc6-6572-edf84edda00b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 1, 2009 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 4, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Feb 7, 2023	n/a	yes	Boston, MA	Current employment
C••••• L••••• F••••••••• L••	Former SEC adviser	Jul 1, 2009	Mar 8, 2023	no	BOSTON, MA\|BOSTON, MA\|BOSTON, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• L••••• F••••••••• L••	F•••• P••••••• W•••••• L••	Mar 8, 2023	Feb 7, 2023	-29	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
149971:159289:MA:2023-03-08	Mar 8, 2023	Feb 7, 2023	BOSTON, MA	Firm change

Relationships

Registered with (2)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Feb 7, 2023 to presentfactForm ADV
→ C••••• L••••• F••••••••• L••Registered adviserregistration: previous registration
Jul 1, 2009 to Mar 8, 2023factForm ADV

Dated events

Occurred
Mar 8, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:882ce476-bf9b-7bc6-6572-edf84edda00b
First observed: Jul 1, 2009
Last observed: Sep 14, 2026 9 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.