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B••••••• R••••• B••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor16 years in industry

B••••••• R••••• B••••••••

Advisor at Y••••••• C•••••• M•••••••••

BOSTON, MA | NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:c0ac3601-2bbf-4969-2b26-ec5900a15434

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Dec 1, 2009 to Sep 16, 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: Y••••••• C•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Current registrations

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C• A•••••••• L••	Independent wealth	Sep 15, 2026	n/a	yes	BOSTON, MA\|NEWPORT BEACH, CA	Current employment
Y••••••• C•••••• M•••••••••	Independent wealth	Nov 14, 2024	n/a	yes	NEWPORT BEACH, CA

Relationships

Registered with (1)

→ Y••••••• C•••••• M•••••••••Registered adviserregistration: current employment
Nov 14, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c0ac3601-2bbf-4969-2b26-ec5900a15434
First observed: Dec 1, 2009
Last observed: Sep 16, 2026 6 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.