L••• M• T••••••

Advisor at T•••••• W••••• M•••••••••

ATTLEBORO, 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:d5d26aa9-313f-3caa-3e30-cc40b1bbf753

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 31, 2007 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: T•••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 14, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••••• W••••• M•••••••••	Independent wealth	Nov 6, 2012	n/a	yes	ATTLEBORO, MA	Current employment
F••••• L••	Former SEC adviser	Jul 31, 2007	Oct 31, 2012	no	NEEDHAM, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••• L••	T•••••• W••••• M•••••••••	Oct 31, 2012	Nov 6, 2012	6	Firm change	Other

Relationships

Registered with (2)

→ T•••••• W••••• M•••••••••Registered adviserregistration: current employment
Nov 6, 2012 to presentfactForm ADV
→ F••••• L••Registered adviserregistration: previous registration
Jul 31, 2007 to Oct 31, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5d26aa9-313f-3caa-3e30-cc40b1bbf753
First observed: Jul 31, 2007
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.