DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)34 years in industry

J•••• A•••••••• B••••••

Advisor at A•••• F•••••••• S•••••••• I•••

BOSTON, MA | CONCORD, NH

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Search this name across graphsid dfx:ria:d1ab5b9a-5a14-591a-6d69-c7508c70cb2e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 30, 2002 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•••• F•••••••• S•••••••• I•••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jun 18, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• F•••••••• S•••••••• I•••	Other adviser	Mar 25, 2025	n/a	yes	BOSTON, MA\|CONCORD, NH	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Dec 8, 2017	n/a	yes	BOSTON, MA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•• F•••••••• A•••••••• I•••	A•••• F•••••••• S•••••••• I•••	Dec 31, 2021	Mar 25, 2025	1,180	Firm change after gap	Other
T•• P•••••• F•••••••• G••••• L••	L•• F•••••••• L••	Jun 29, 2018	Dec 8, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
172470:6413:MA:2018-06-29	Jun 29, 2018	Dec 8, 2017	WALPOLE, MA	Firm change after gap

Relationships

Registered with (6)

→ A•••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Mar 25, 2025 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: current employment
Dec 8, 2017 to presentfactForm ADV
→ B•• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 29, 2018 to Dec 31, 2021factForm ADV
→ T•• P•••••• F•••••••• G••••• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1ab5b9a-5a14-591a-6d69-c7508c70cb2e
First observed: Jul 30, 2002
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.