DFX Intelligence

C•••••••• E•••• F•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

C•••••••• E•••• F•••••

Advisor at M••••• F•••••••• A••••• L••

Littleton, CO | HARVARD, MA

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Search this name across graphsid dfx:ria:cfed57d9-ff33-a15d-2098-e4b77e82e3c1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 22, 2008 to Sep 15, 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: M••••• F•••••••• A••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 5, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• F•••••••• A••••• L••	State registered	Aug 27, 2026	n/a	yes	Littleton, CO\|HARVARD, MA	Current employment
B• Y••• B••• F••••••••	State registered	May 8, 2020	n/a	yes	Littleton, CO	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•• H••••• F•••••••• A•••••••• I••	B• Y••• B••• F••••••••	Aug 14, 2018	May 8, 2020	633	Firm change after gap	Ibd to state RIA
E••••• J••••	B•• H••••• F•••••••• A•••••••• I••	Mar 19, 2010	Aug 30, 2016

Relationships

Registered with (4)

→ M••••• F•••••••• A••••• L••Registered adviserregistration: current employment
Aug 27, 2026 to presentfactForm ADV
→ B• Y••• B••• F••••••••Registered adviserregistration: current employment
May 8, 2020 to presentfactForm ADV
→ B•• H••••• F•••••••• A•••••••• I••Registered adviserregistration: previous registration
Aug 30, 2016 to Aug 14, 2018factForm ADV
→ E••••• J••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cfed57d9-ff33-a15d-2098-e4b77e82e3c1
First observed: Jan 22, 2008
Last observed: Sep 15, 2026 7 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.