DFX Intelligence

E•••• M••••••••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

E•••• M••••••••• S•••••

Advisor at M••••••

Boston, MA | OVERLAND PARK,, KS

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Search this name across graphsid dfx:ria:931698c2-0096-0af0-d8db-904f26277656

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 12, 2014 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: M••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 20, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Independent wealth	Apr 5, 2016	n/a	yes	OVERLAND PARK,, KS\|Boston, MA	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Mar 25, 2017	Nov 1, 2021	no	BOSTON, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	n/a	Nov 1, 2021	n/a	n/a	Departure no registered destination	Departure
M•• F•••••••• S•••••••• I•••	M••••••	Mar 25, 2017	Apr 5, 2016	-354

Team moves

••• Locked

Team	Left	Joined	From	Kind
14251:151664:MA:2017-03-25	Mar 25, 2017	Apr 5, 2016	BOSTON, MA	Firm change after gap

Relationships

Registered with (4)

→ M••••••Registered adviserregistration: current employment
Apr 5, 2016 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 25, 2017 to Nov 1, 2021factForm ADV
→ M•• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 2, 2015 to Mar 25, 2017factForm ADV
→ N•• E•••••• S••••••••• C•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:931698c2-0096-0af0-d8db-904f26277656
First observed: Nov 12, 2014
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.