J••••• R• G••••

Advisor at A••••• F•

MARLBOROUGH, MA

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Search this name across graphsid dfx:ria:9c1b603e-4635-74f2-3b0f-e5f55ccb7362

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 25, 2017 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••••• F•
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• F•	State registered	Mar 23, 2021	n/a	yes	MARLBOROUGH, MA	Current employment
F••• P•••• F•••••••• P•••••••	Former SEC adviser	Jul 25, 2017	Dec 2, 2020	no	MASHPEE, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••• P•••• F•••••••• P•••••••	A••••• F•	Dec 2, 2020	Mar 23, 2021	111	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ A••••• F•Registered adviserregistration: current employment
Mar 23, 2021 to presentfactForm ADV
→ F••• P•••• F•••••••• P•••••••Registered adviserregistration: previous registration
Jul 25, 2017 to Dec 2, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9c1b603e-4635-74f2-3b0f-e5f55ccb7362
First observed: Jul 25, 2017
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.