DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

T••••••• R••••••• Y•••

Advisor at C••••••••• F•••••••• M••••••••• L••

BURLINGTON, MA

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Search this name across graphsid dfx:ria:ec5d91c5-0967-1a19-626d-aead9c283d7a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2000 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: C••••••••• F•••••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• F•••••••• M••••••••• L••	Independent wealth	Aug 9, 2006	n/a	yes	BURLINGTON, MA	Current employment
B••• B•• F•••••••• G••••• I•••	n/a	May 12, 2004	Mar 1, 2006	no	BOSTON, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••• B•• F•••••••• G••••• I•••	C••••••••• F•••••••• M••••••••• L••	Mar 1, 2006	Aug 9, 2006	161	Firm change	Other
T•••••• F•••••••• S••••••• I••	B••• B•• F•••••••• G••••• I•••	Apr 29, 2004	May 12, 2004

Relationships

Registered with (3)

→ C••••••••• F•••••••• M••••••••• L••Registered adviserregistration: current employment
Aug 9, 2006 to presentfactForm ADV
→ B••• B•• F•••••••• G••••• I•••Registered adviserregistration: previous registration
May 12, 2004 to Mar 1, 2006factForm ADV
→ T•••••• F•••••••• S••••••• I••Registered adviserregistration: previous registration
Jan 1, 2000 to Apr 29, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec5d91c5-0967-1a19-626d-aead9c283d7a
First observed: Jan 1, 2000
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.