DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

I•••• T•••••• R••••

Advisor at B• F•••••••• P•••••••

PLAISTOW, NH | Wakefield, MA

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Search this name across graphsid dfx:ria:9a5b04f3-86a0-611e-9b20-194405d7f906

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 25, 2003 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: B• F•••••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 24derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B• F•••••••• P•••••••	State registered	Apr 14, 2002	n/a	yes	PLAISTOW, NH\|Wakefield, MA	Current employment
C•••••• C•••••• M••••••••• C•••••••••	State registered	Sep 25, 2003	Sep 14, 2022	no	SAUGUS, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• C•••••• M••••••••• C•••••••••	n/a	Sep 14, 2022	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ B• F•••••••• P•••••••Registered adviserregistration: current employment
Apr 14, 2002 to presentfactForm ADV
→ C•••••• C•••••• M••••••••• C•••••••••Registered adviserregistration: previous registration
Sep 25, 2003 to Sep 14, 2022factForm ADV

Dated events

Occurred
Sep 14, 2022
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a5b04f3-86a0-611e-9b20-194405d7f906
First observed: Sep 25, 2003
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.