DFX Intelligence

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

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RIA / WealthAdvisor35 years in industry

A••••• M••••• M••••••

Advisor at B••• B••• L••

DEDHAM, MA

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Search this name across graphsid dfx:ria:a6665ba7-67ab-82dd-8d95-61f1d1e44387

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 7, 2004 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: B••• B••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 13, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• B••• L••	Independent wealth	May 25, 2016	n/a	yes	DEDHAM, MA	Current employment
S•••••• M•••• M••••••••• L••	Independent wealth	Mar 11, 2013	Oct 16, 2013	no	WATKINSVILLE, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• M•••• M••••••••• L••	B••• B••• L••	Oct 16, 2013	May 25, 2016	952	Firm change after gap	Other
J••• M••••• S••••••••• L••	S•••••• M•••• M••••••••• L••	Nov 13, 2009	Mar 11, 2013

Relationships

Registered with (6)

→ B••• B••• L••Registered adviserregistration: current employment
May 25, 2016 to presentfactForm ADV
→ S•••••• M•••• M••••••••• L••Registered adviserregistration: previous registration
Mar 11, 2013 to Oct 16, 2013factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 1, 2008 to Nov 13, 2009factForm ADV
→ J••• M••••• S••••••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a6665ba7-67ab-82dd-8d95-61f1d1e44387
First observed: Jul 7, 2004
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.