DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

M••• F•••••• M••••••

Advisor at T•• I••••••••• M••••••••• C•••••• L••

Boston, MA | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:949db004-2b08-b305-fac7-95b838a69da5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Apr 24, 2022 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: T•• I••••••••• M••••••••• C•••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• I••••••••• M••••••••• C•••••• L••	Asset manager	Apr 21, 2026	n/a	yes	Boston, MA\|LOS ANGELES, CA	Current employment
B•••••••• I••••••••• M••••••••• L••	Asset manager	Aug 3, 2022	Mar 30, 2026	no	PRINCETON, NJ\|Boston, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• I••••••••• M••••••••• L••	T•• I••••••••• M••••••••• C•••••• L••	Mar 30, 2026	Apr 21, 2026	22	Firm change	Other
P••••• C•••••• A•••••••• L••	B•••••••• I••••••••• M••••••••• L••	May 13, 2022	Aug 3, 2022

Relationships

Registered with (3)

→ T•• I••••••••• M••••••••• C•••••• L••Registered adviserregistration: current employment
Apr 21, 2026 to presentfactForm ADV
→ B•••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 3, 2022 to Mar 30, 2026factForm ADV
→ P••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 24, 2022 to May 13, 2022factForm ADV

Dated events

Occurred
Mar 30, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 13, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:949db004-2b08-b305-fac7-95b838a69da5
First observed: Apr 24, 2022
Last observed: Sep 15, 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.