DFX Intelligence
Reading the graph
Reading the graph
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Advisor at M••••• F••••••••• L••
WALTHAM, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| M••••• F••••••••• L•• | Independent wealth | Oct 3, 2024 | n/a | yes | WALTHAM, MA | Current employment |
| T•••• F•••••••• A•••••••• L•• | n/a | Jun 24, 2008 | Nov 25, 2024 | no | NEEDHAM, MA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| T•••• F•••••••• A•••••••• L•• | M••••• F••••••••• L•• | Nov 25, 2024 | Oct 3, 2024 | -53 | Firm change after gap | Other |
| B••••• W••••• M••••••••• L•• | T•••• F•••••••• A•••••••• L•• | Feb 5, 2009 | Jun 24, 2008 |
| B••••• W••••• M••••••••• L•• | Former SEC adviser | Jan 13, 2005 | Feb 5, 2009 | no | NEWTON, MA | Previous registration |
| -226 |
| Firm change after gap |
| Other |