DFX Intelligence

T••••• M••••••• W•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)32 years in industry

T••••• M••••••• W•••••••

Advisor at F••••••• H••••• A•••••••• L••

Hingham, MA | BOSTON, MA

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Search this name across graphsid dfx:ria:c0617950-9bdc-47f5-cd9d-c8021238f33a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 10, 1997 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: F••••••• H••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 13, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••• H••••• A•••••••• L••	Independent wealth	Dec 11, 2015	n/a	yes	Hingham, MA\|BOSTON, MA	Current employment
B••••• G••••• A•••• M•••••••••	Bd affiliated wealth	Oct 29, 2009	Dec 15, 2015	no	HINGHAM, MA\|B•••••, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• G••••• A•••• M•••••••••	F••••••• H••••• A•••••••• L••	Dec 15, 2015	Dec 11, 2015	-4	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	B••••• G••••• A•••• M•••••••••	May 5, 2009	Oct 29, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
129376:155733:MA:2015-12-15	Dec 15, 2015	Dec 11, 2015	B•••••, MA	Firm change

Relationships

Registered with (3)

→ F••••••• H••••• A•••••••• L••Registered adviserregistration: current employment
Dec 11, 2015 to presentfactForm ADV
→ B••••• G••••• A•••• M•••••••••Registered adviserregistration: previous registration
Oct 29, 2009 to Dec 15, 2015factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 10, 1997 to May 5, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c0617950-9bdc-47f5-cd9d-c8021238f33a
First observed: Jan 10, 1997
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.