DFX Intelligence

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RIA / WealthAdvisorChartered Financial Analyst11 years in industry

JOHN DAVID PINI

Advisor at CAPTRUST

Boston, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a71bcec3-df5d-4bcd-a408-93316b479356

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 22, 2015 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: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Jan 22, 2015
Dual registered: no
IAPD individual key: 6436088

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
Captrust	Institutional manager	Dec 10, 2024	n/a	yes	Boston, MA	Current employment
BOSTON FINANCIAL MANAGEMENT LLC	Former SEC adviser	Sep 27, 2023	Feb 18, 2025	no	BOSTON, MA	Previous registration
MIDDLETON & COMPANY INC.	Independent wealth	Feb 17, 2021	Jun 15, 2022	no	BOSTON, MA	Previous registration
WINSLOW WEALTH MANAGEMENT LLC	Former SEC adviser	Jul 16, 2015	Aug 25, 2017	no	BOSTON, MA	Previous registration
WINSLOW, EVANS & CROCKER, INC.	Former SEC adviser	Jan 22, 2015	Aug 25, 2017	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BOSTON FINANCIAL MANAGEMENT LLC	Captrust	Feb 18, 2025	Dec 10, 2024	-70	Firm change after gap	Other
MIDDLETON & COMPANY INC.	BOSTON FINANCIAL MANAGEMENT LLC	Jun 15, 2022	Sep 27, 2023	469	Firm change after gap	RIA to RIA
WINSLOW WEALTH MANAGEMENT LLC	MIDDLETON & COMPANY INC.	Aug 25, 2017	Feb 17, 2021	1,272	Firm change after gap	Other
WINSLOW, EVANS & CROCKER, INC.	WINSLOW WEALTH MANAGEMENT LLC	Aug 25, 2017	Jul 16, 2015	-771	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
112360:175112:MA:2025-02-18	Feb 18, 2025	Dec 10, 2024	BOSTON, MA	Firm change after gap
166196:104549:MA:2017-08-25	Aug 25, 2017	Feb 17, 2021	BOSTON, MA	Firm change after gap

Relationships

Registered with (5)

→ CAPTRUSTRegistered adviserregistration: current employment
Dec 10, 2024 to presentfactForm ADV
→ BOSTON FINANCIAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 27, 2023 to Feb 18, 2025factForm ADV
→ MIDDLETON & COMPANY INC.Registered adviserregistration: previous registration
Feb 17, 2021 to Jun 15, 2022factForm ADV
→ WINSLOW WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jul 16, 2015 to Aug 25, 2017factForm ADV
→ WINSLOW, EVANS & CROCKER, INC.Registered adviserregistration: previous registration
Jan 22, 2015 to Aug 25, 2017factForm ADV

Dated events

Occurred
Feb 18, 2025
Advisor changed firm
John David Pini left Boston Financial Management Llc for Captrust (registered 2024-12-10)
Form ADVobserved 4 days ago
Occurred
Jun 15, 2022
Advisor changed firm
John David Pini left Middleton & Company Inc. for Boston Financial Management Llc (registered 2023-09-27)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a71bcec3-df5d-4bcd-a408-93316b479356
First observed: Jan 22, 2015
Last observed: Sep 14, 2026 5 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.

JOHN DAVID PINI

Advisor at CAPTRUST

Boston, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a71bcec3-df5d-4bcd-a408-93316b479356

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:10 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Captrust

Institutional manager

Dec 10, 2024

n/a

yes

Boston, MA

Current employment

BOSTON FINANCIAL MANAGEMENT LLC

Former SEC adviser

Sep 27, 2023

Feb 18, 2025

BOSTON, MA

Previous registration

MIDDLETON & COMPANY INC.

Independent wealth

Feb 17, 2021

Jun 15, 2022

BOSTON, MA

Previous registration

WINSLOW WEALTH MANAGEMENT LLC

Former SEC adviser

Jul 16, 2015

Aug 25, 2017

BOSTON, MA

Previous registration

WINSLOW, EVANS & CROCKER, INC.

Former SEC adviser

Jan 22, 2015

Aug 25, 2017

BOSTON, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BOSTON FINANCIAL MANAGEMENT LLC

Captrust

Feb 18, 2025

Dec 10, 2024

-70

Firm change after gap

Other

MIDDLETON & COMPANY INC.

BOSTON FINANCIAL MANAGEMENT LLC

Jun 15, 2022

Sep 27, 2023

469

Firm change after gap

RIA to RIA

WINSLOW WEALTH MANAGEMENT LLC

MIDDLETON & COMPANY INC.

Aug 25, 2017

Feb 17, 2021

1,272

Firm change after gap

Other

WINSLOW, EVANS & CROCKER, INC.

WINSLOW WEALTH MANAGEMENT LLC

Aug 25, 2017

Jul 16, 2015

-771

Firm change after gap

Other

Team

Left

Joined

From

Kind

112360:175112:MA:2025-02-18

Feb 18, 2025

Dec 10, 2024

BOSTON, MA

Firm change after gap

166196:104549:MA:2017-08-25

Aug 25, 2017

Feb 17, 2021

BOSTON, MA

Firm change after gap