DFX Intelligence

C••••••••• F•••••• M••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor20 years in industry

C••••••••• F•••••• M••••••

Advisor at C•••••••

Boston, MA

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Search this name across graphsid dfx:ria:f53f684b-5778-00e5-916b-76a5bbf90abd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Mar 12, 2007 to Sep 14, 2026

Across DFX

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

Private Equityidentity

C••••••••• F•••••• 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: institutional managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Jan 25, 2022	n/a	yes	Boston, MA	Current employment
R•••• C••••••• L••	Former SEC adviser	Mar 12, 2007	Mar 28, 2022	no	BOSTON, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• C••••••• L••	C•••••••	Mar 28, 2022	Jan 25, 2022	-62	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
106979:175112:MA:2022-03-28	Mar 28, 2022	Jan 25, 2022	BOSTON, MA	Firm change after gap

Relationships

Registered with (2)

→ C•••••••Registered adviserregistration: current employment
Jan 25, 2022 to presentfactForm ADV
→ R•••• C••••••• L••Registered adviserregistration: previous registration
Mar 12, 2007 to Mar 28, 2022factForm ADV

Dated events

Occurred
Mar 28, 2022
Advisor changed firm
C••••••••• F•••••• M•••••• left R•••• C••••••• L•• for Captrust (registered 2022-01-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f53f684b-5778-00e5-916b-76a5bbf90abd
First observed: Mar 12, 2007
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.