DFX Intelligence

L•••••• P••• T•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor41 years in industry

L•••••• P••• T•••••••

Advisor at B••••••• A•••••••

Barrington, NH | EXETER, NH

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Search this name across graphsid dfx:ria:f06edf20-2a3d-be94-4e70-ddf180f19228

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 28, 2013 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••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• A•••••••	Independent wealth	Jan 3, 2023	n/a	yes	EXETER, NH\|Barrington, NH	Current employment
B••••••• A•••••••	Independent wealth	Feb 28, 2013	Dec 31, 2022	no	EXETER, NH\|BARRINGTON, NH	Previous registration

Relationships

Registered with (1)

→ B••••••• A•••••••Registered adviserregistration: previous registration
Feb 28, 2013 to Dec 31, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f06edf20-2a3d-be94-4e70-ddf180f19228
First observed: Feb 28, 2013
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.