DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

M••• D•••• M••••••

Advisor at G•••• O•• C•••••• P•••••••• L••

SOUTH EASTON, MA

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 17, 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: G•••• O•• C•••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• O•• C•••••• P•••••••• L••	Independent wealth	Feb 11, 2019	n/a	yes	SOUTH EASTON, MA	Current employment
M•• F•••••••• S•••••••••	n/a	Nov 8, 2012	Dec 11, 2019	no	RAYNHAM, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• F•••••••• S•••••••••	G•••• O•• C•••••• P•••••••• L••	Dec 11, 2019	Feb 11, 2019	-303	Firm change after gap	Other
E•••••••••	M•• F•••••••• S•••••••••	Mar 22, 2013	Nov 8, 2012

Relationships

Registered with (3)

→ G•••• O•• C•••••• P•••••••• L••Registered adviserregistration: current employment
Feb 11, 2019 to presentfactForm ADV
→ M•• F•••••••• S•••••••••Registered adviserregistration: previous registration
Nov 8, 2012 to Dec 11, 2019factForm ADV
→ E•••••••••Registered adviserregistration: previous registration
Oct 17, 2011 to Mar 22, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 17, 2011
Last observed: Sep 14, 2026 9 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.