DFX Intelligence

R•••••• W•••••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor42 years in industry

R•••••• W•••••• S•••••

Advisor at M•• R•••• I••••••••

ST PETERSBURG, FL | BOSTON, MA

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Search this name across graphsid dfx:ria:b03c2a55-886e-daa6-f3c4-cd8c91eabd9c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Apr 3, 1999 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

R•••••• W•••••• S•••••

Private equity principal · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M•• R•••• I••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 19, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• R•••• I••••••••	Independent wealth	Feb 17, 2026	n/a	yes	BOSTON, MA\|ST PETERSBURG, FL	Current employment
M•• R•••• I••••••••	Independent wealth	Apr 3, 1999	Dec 31, 2025	no	BOSTON, MA\|BOSTON, MA	Previous registration

Relationships

Registered with (1)

→ M•• R•••• I••••••••Registered adviserregistration: previous registration
Apr 3, 1999 to Dec 31, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b03c2a55-886e-daa6-f3c4-cd8c91eabd9c
First observed: Apr 3, 1999
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.