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

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

R•••••• R• R••••••••

Advisor at A•• W••••• P•••••••• L••

New Castle, NH | NEW CASTLE, NH

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Search this name across graphsid dfx:ria:95cc2cb6-db5f-4f2e-1076-281f182e732e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 14, 2011 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: A•• W••••• P•••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 14, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Current registrations

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J• M••••• A•••• A•• T•• M•••••••••	State registered	Mar 21, 2022	n/a	yes	NEW CASTLE, NH	Current employment
A•• W••••• P•••••••• L••	State registered	Mar 23, 2016	n/a	yes	New Castle, NH

Relationships

Registered with (2)

→ J• M••••• A•••• A•• T•• M•••••••••Registered adviserregistration: current employment
Mar 21, 2022 to presentfactForm ADV
→ A•• W••••• P•••••••• L••Registered adviserregistration: current employment
Mar 23, 2016 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:95cc2cb6-db5f-4f2e-1076-281f182e732e
First observed: Mar 14, 2011
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.