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

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RIA / WealthAdvisor21 years in industry

A••• D••••• B•••••••••

Advisor at B••••••••• W••••• M••••••••• I•••

HOPKINTON, MA | SOUTHBOROUGH, MA

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Search this name across graphsid dfx:ria:d28e0c20-0999-2339-77b5-ef5e6e16fa42

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 2, 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: B••••••••• W••••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 4, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 15derivedfrom 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
F•••• F••••••••	State registered	Jul 28, 2021	n/a	yes	SOUTHBOROUGH, MA	Current employment
B••••••••• W••••• M••••••••• I•••	State registered	Dec 7, 2010	n/a	yes	HOPKINTON, MA

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
C••••••• M••••••••• I••••••••• A•••••••• L••	B••••••••• W••••• M••••••••• I•••	Nov 9, 2010	Dec 7, 2010	28	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C••••••• M••••••••• I••••••••• A•••••••• L••	Jul 19, 2010

Relationships

Registered with (6)

→ F•••• F••••••••Registered adviserregistration: current employment
Jul 28, 2021 to presentfactForm ADV
→ B••••••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Dec 7, 2010 to presentfactForm ADV
→ C••••••• M••••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 27, 2010 to Nov 9, 2010factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d28e0c20-0999-2339-77b5-ef5e6e16fa42
First observed: May 2, 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.