DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

N••••••• A••••• D••••

Advisor at B•••••••• F•••••••• A•••••••

CHARLOTTE, NC | Weare, NH

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Search this name across graphsid dfx:ria:b472e380-f5c6-0f00-34b7-9a609d338ad2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 16, 2013 to Sep 15, 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•••••••• F•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• F•••••••• A•••••••	Independent wealth	Jun 24, 2024	n/a	yes	Weare, NH\|CHARLOTTE, NC	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Oct 27, 2021	May 21, 2024	no	New Ipswich, NH\|Hancock, NH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	B•••••••• F•••••••• A•••••••	May 21, 2024	Jun 24, 2024	34	Firm change	Ibd to RIA
E••••• J••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Oct 28, 2021	Oct 27, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:315570:NH:2024-05-21	May 21, 2024	Jun 24, 2024	HANCOCK, NH	Firm change
250:149018:MA:2021-10-28	Oct 28, 2021	Oct 27, 2021	FITCHBURG, MA	Firm change

Relationships

Registered with (3)

→ B•••••••• F•••••••• A•••••••Registered adviserregistration: current employment
Jun 24, 2024 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Oct 27, 2021 to May 21, 2024factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Apr 16, 2013 to Oct 28, 2021factForm ADV

Dated events

Occurred
May 21, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b472e380-f5c6-0f00-34b7-9a609d338ad2
First observed: Apr 16, 2013
Last observed: Sep 15, 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.