DFX Intelligence

G•••• P•••••• S••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)38 years in industry

G•••• P•••••• S••••••••

Advisor at C•• C•••••• M••••••••• L••

CAMBRIDGE, MA

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Search this name across graphsid dfx:ria:bd215227-a496-6599-21c7-46c089c946d7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 24, 1988 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•• C•••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 24, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• C•••••• M••••••••• L••	State registered	Jan 11, 2023	n/a	yes	CAMBRIDGE, MA	Current employment
D•••••• C•••••• M••••••••• I•••	State registered	Nov 7, 2007	n/a	yes	CAMBRIDGE, MA\|CAMBRIDGE, MA	Current employment

Relationships

Registered with (2)

→ C•• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jan 11, 2023 to presentfactForm ADV
→ D•••••• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Nov 7, 2007 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd215227-a496-6599-21c7-46c089c946d7
First observed: Aug 24, 1988
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.