DFX Intelligence
Reading the graph
Reading the graph
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Advisor at A••••••••• F•••••••• S•••••••• L••
Mattapoisett, MA | Westport, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| A••••••••• F•••••••• S•••••••• L•• | National bd RIA | Aug 22, 2025 | n/a | yes | Mattapoisett, MA|Westport, MA | Current employment |
| L•• E••••••••• L•• | Bd affiliated wealth | Mar 13, 2025 | Aug 28, 2025 | no | WARWICK, RI |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| L•• E••••••••• L•• | A••••••••• F•••••••• S•••••••• L•• | Aug 28, 2025 | Aug 22, 2025 | -6 | Firm change | Ibd to ibd |