E•••• A• F••••

Advisor at S•••• C••• A•••••••• L••

HINGHAM, 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:cb497b47-6b63-6192-45e9-1b49d11b5491

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Nov 16, 2016 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: S•••• C••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••• C••• A•••••••• L••	Independent wealth	Aug 28, 2025	n/a	yes	HINGHAM, MA	Current employment
C••••••• P•••••• W•••••	Bd affiliated wealth	Jun 11, 2024	Jun 4, 2025	no	Boston, MA\|TARRYTOWN, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• P•••••• W•••••	S•••• C••• A•••••••• L••	Jun 4, 2025	Aug 28, 2025	85	Firm change	Ibd to RIA
C••••••• S••••••••• I•••	C••••••• P•••••• W•••••	Jun 4, 2025	Jun 11, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
79:39550:NY:2024-05-29	Jun 1, 2024	May 31, 2024	NEW YORK, NY	Firm change

Relationships

Registered with (5)

→ S•••• C••• A•••••••• L••Registered adviserregistration: current employment
Aug 28, 2025 to presentfactForm ADV
→ C••••••• P•••••• W•••••Registered adviserregistration: previous registration
Jun 11, 2024 to Jun 4, 2025factForm ADV
→ C••••••• S••••••••• I•••Registered adviserregistration: previous registration
May 31, 2024 to Jun 4, 2025factForm ADV
→ J••• M••••• P•••••• W••••• A••••••• L••

Dated events

Occurred
Jun 4, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 4, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 1, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cb497b47-6b63-6192-45e9-1b49d11b5491
First observed: Nov 16, 2016
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.