D•••• C• M•••••

Advisor at C••••••

Boston, 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:d324293e-d562-6c72-5f3a-f6273e61452d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Dec 20, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

D•••• C••••• M•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 12, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••	Independent wealth	Dec 14, 2023	n/a	yes	Boston, MA	Current employment
E•••• V•••• W••••••• A•••••••	Former SEC adviser	Mar 8, 2012	Oct 11, 2022	no	BOSTON, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• V•••• W••••••• A•••••••	C••••••	Oct 11, 2022	Dec 14, 2023	429	Firm change after gap	RIA to RIA
E•••• V•••• M•••••••••	E•••• V•••• W••••••• A•••••••	Mar 7, 2012	Mar 8, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
132047:319448:MA:2022-10-05	Oct 11, 2022	Dec 14, 2023	BOSTON, MA	Firm change after gap

Relationships

Registered with (4)

→ C••••••Registered adviserregistration: current employment
Dec 14, 2023 to presentfactForm ADV
→ E•••• V•••• W••••••• A•••••••Registered adviserregistration: previous registration
Mar 8, 2012 to Oct 11, 2022factForm ADV
→ E•••• V•••• M•••••••••Registered adviserregistration: previous registration
Mar 1, 2012 to Mar 7, 2012factForm ADV
→ V••••••• A•••• M••••••••• ••• I•••Registered adviser

Dated events

Occurred
Oct 11, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d324293e-d562-6c72-5f3a-f6273e61452d
First observed: Dec 20, 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.