DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

G•••••• G••••• B••••••••

Advisor at A••••••• F••••• O•••••• L••

BEDFORD, NH | Chepachet, RI

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Search this name across graphsid dfx:ria:8eee41de-70a3-1ac5-d8f6-edd8863925c4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 7, 2015 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••••••• F••••• O•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• F••••• O•••••• L••	Independent wealth	May 16, 2023	n/a	yes	Chepachet, RI\|BEDFORD, NH	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Feb 25, 2019	Sep 11, 2019	no	Chepachet, RI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	A••••••• F••••• O•••••• L••	Sep 11, 2019	May 16, 2023	1,343	Firm change after gap	Ibd to RIA
L•• F•••••••• L••	C••••••••• F•••••••• N••••••	Mar 20, 2019	Feb 25, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:8032:RI:2019-03-18	Mar 20, 2019	Feb 25, 2019	PROVIDENCE, RI	Firm change

Relationships

Registered with (3)

→ A••••••• F••••• O•••••• L••Registered adviserregistration: current employment
May 16, 2023 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Feb 25, 2019 to Sep 11, 2019factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Apr 7, 2015 to Mar 20, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8eee41de-70a3-1ac5-d8f6-edd8863925c4
First observed: Apr 7, 2015
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.