DFX Intelligence

R•••••• I••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

R•••••• I••• W•••••

Advisor at B••••• F••••• O••••• L••

B•••••, MA

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Search this name across graphsid dfx:ria:8860af4b-7f22-90ff-f58a-407d458e59d2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 17, 2019 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: B••••• F••••• O••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 21, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• F••••• O••••• L••	Independent wealth	Nov 5, 2025	n/a	yes	B•••••, MA	Current employment
A•• C•••••• M••••••••• L••	n/a	May 17, 2019	Oct 29, 2025	no	B•••••, MA\|Boston, MA\|Cambridge, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•• C•••••• M••••••••• L••	B••••• F••••• O••••• L••	Oct 29, 2025	Nov 5, 2025	7	Firm change	Other

Relationships

Registered with (2)

→ B••••• F••••• O••••• L••Registered adviserregistration: current employment
Nov 5, 2025 to presentfactForm ADV
→ A•• C•••••• M••••••••• L••Registered adviserregistration: previous registration
May 17, 2019 to Oct 29, 2025factForm ADV

Dated events

Occurred
Oct 29, 2025
Advisor changed firm
R•••••• I••• W••••• left A•• C•••••• M••••••••• L•• for B••••• F••••• O••••• L•• (registered 2025-11-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8860af4b-7f22-90ff-f58a-407d458e59d2
First observed: May 17, 2019
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.