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

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RIA / WealthAdvisor26 years in industry

G••• C•••• R••••••

Advisor at A••••••••• P•••••• W••••• M••••••••• I••

WELLESLEY, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ca36a9dd-5e6a-5488-5801-5a75914dff4e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 18, 2006 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: A••••••••• P•••••• W••••• M••••••••• I••
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: Mar 2, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

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
A••••••••• P•••••• W••••• M••••••••• I••	Independent wealth	Jan 24, 2022	n/a	yes	WELLESLEY, MA	Current employment
W•••• F•••• A•••••••	Wirehouse	Jun 22, 2018	Jan 25, 2022	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	A••••••••• P•••••• W••••• M••••••••• I••	Jan 25, 2022	Jan 24, 2022	-1	Firm change	Wirehouse to new firm
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Jun 22, 2018

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
11025:316736:MA:2022-01-25	Jan 25, 2022	Jan 24, 2022	WELLESLEY, MA	Firm change
19616:11025:MA:2018-06-22	Jun 22, 2018	Jun 22, 2018	WALTHAM, MA	Firm change

Relationships

Registered with (3)

→ A••••••••• P•••••• W••••• M••••••••• I••Registered adviserregistration: current employment
Jan 24, 2022 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jun 22, 2018 to Jan 25, 2022factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Apr 18, 2006 to Jun 22, 2018factForm ADV

Dated events

Occurred
Jan 25, 2022
Advisor changed firm
G••• C•••• R•••••• left W•••• F•••• A••••••• for A••••••••• P•••••• W••••• M••••••••• I•• (registered 2022-01-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca36a9dd-5e6a-5488-5801-5a75914dff4e
First observed: Apr 18, 2006
Last observed: Sep 14, 2026 8 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.