DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst21 years in industry

G•••••• F•••••• M••••••••

Advisor at C•••••••• A•••••••

BOSTON, MA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 24, 2016 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: C•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 30, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• A•••••••	Independent wealth	Apr 29, 2020	n/a	yes	BOSTON, MA	Current employment
B••••• I••••••••• I•••••••• L••	Former SEC adviser	Mar 24, 2016	Mar 23, 2020	no	BOSTON, MA\|Boston, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• I••••••••• I•••••••• L••	C•••••••• A•••••••	Mar 23, 2020	Apr 29, 2020	37	Firm change	RIA to RIA

Relationships

Registered with (2)

→ C•••••••• A•••••••Registered adviserregistration: current employment
Apr 29, 2020 to presentfactForm ADV
→ B••••• I••••••••• I•••••••• L••Registered adviserregistration: previous registration
Mar 24, 2016 to Mar 23, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 24, 2016
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.