DFX Intelligence
Reading the graph
Reading the graph
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Advisor at G•••••••• F•••••••• A•••••••• L••
Boston, 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 |
|---|---|---|---|---|---|---|
| G•••••••• F•••••••• A•••••••• L•• | Institutional manager | Jun 8, 2022 | n/a | yes | Boston, MA | Current employment |
| K••••• A••••••• S•••••••• L•• | Bd affiliated wealth | Oct 24, 2017 | Mar 31, 2022 | no | BOSTON, MA|AUSTIN, TX |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| K••••• A••••••• S•••••••• L•• | G•••••••• F•••••••• A•••••••• L•• | Mar 31, 2022 | Jun 8, 2022 | 69 | Bulk transfer | Other |
| M•• S••••••••• L•• | K••••• A••••••• S•••••••• L•• | Oct 31, 2013 | Oct 24, 2017 |
| M•• S••••••••• L•• | Former SEC adviser | Sep 29, 2010 | Oct 31, 2013 | no | BOSTON, MA|NEW YORK, NY|BOSTON, MA|BOSTON, MA | Previous registration |
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | Bd affiliated wealth | Apr 6, 2009 | Sep 30, 2010 | no | BOSTON, MA | Previous registration |
| 1,454 |
| Firm change after gap |
| Other |
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | M•• S••••••••• L•• | Sep 30, 2010 | Sep 29, 2010 | -1 | Firm change | Other |