DFX Intelligence

T•••••• R•••••• H•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

T•••••• R•••••• H•••••••

Advisor at F• L• P••••• I••••••••• M••••••••• C••

Portsmouth, NH

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Search this name across graphsid dfx:ria:d93458fe-4187-c410-cafb-15372ff96aa9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 17, 2015 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: F• L• P••••• I••••••••• M••••••••• C••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 30, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F• L• P••••• I••••••••• M••••••••• C••	Independent wealth	Apr 25, 2022	n/a	yes	Portsmouth, NH	Current employment
M••••••• W••••• P•••••• C••••• G••••• L••	Independent wealth	Sep 24, 2018	Mar 16, 2022	no	PORTSMOUTH, NH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• W••••• P•••••• C••••• G••••• L••	F• L• P••••• I••••••••• M••••••••• C••	Mar 16, 2022	Apr 25, 2022	40	Firm change	RIA to RIA
O• I••••••••• M••••••••• C•	M••••••• W••••• P•••••• C••••• G••••• L••	Sep 26, 2018	Sep 24, 2018

Relationships

Registered with (3)

→ F• L• P••••• I••••••••• M••••••••• C••Registered adviserregistration: current employment
Apr 25, 2022 to presentfactForm ADV
→ M••••••• W••••• P•••••• C••••• G••••• L••Registered adviserregistration: previous registration
Sep 24, 2018 to Mar 16, 2022factForm ADV
→ O• I••••••••• M••••••••• C•Registered adviserregistration: previous registration
Jun 17, 2015 to Sep 26, 2018factForm ADV

Dated events

Occurred
Mar 16, 2022
Advisor changed firm
T•••••• R•••••• H••••••• left M••••••• W••••• P•••••• C••••• G••••• L•• for F• L• P••••• I••••••••• M••••••••• C•• (registered 2022-04-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d93458fe-4187-c410-cafb-15372ff96aa9
First observed: Jun 17, 2015
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.