DFX Intelligence

B•••• L•••• H•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst14 years in industry

B•••• L•••• H•••••••

Advisor at M•••••••• • C•••••• I•••

BOSTON, MA

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Search this name across graphsid dfx:ria:fa0a8155-9215-fba7-df45-397f9d5c7ed2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 12, 2012 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: M•••••••• • C•••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 12, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••••• • C•••••• I•••	Independent wealth	Sep 16, 2021	n/a	yes	BOSTON, MA	Current employment
S•••••••• S•••••••••	Bd affiliated wealth	Jun 16, 2015	Apr 27, 2021	no	BOSTON, MA\|Boston, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• S•••••••••	M•••••••• • C•••••• I•••	Apr 27, 2021	Sep 16, 2021	142	Firm change	Ibd to RIA
B••••• I••••••••• I•••••••• L••	S•••••••• S•••••••••	Mar 26, 2014	Jun 16, 2015

Relationships

Registered with (3)

→ M•••••••• • C•••••• I•••Registered adviserregistration: current employment
Sep 16, 2021 to presentfactForm ADV
→ S•••••••• S•••••••••Registered adviserregistration: previous registration
Jun 16, 2015 to Apr 27, 2021factForm ADV
→ B••••• I••••••••• I•••••••• L••Registered adviserregistration: previous registration
Sep 12, 2012 to Mar 26, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fa0a8155-9215-fba7-df45-397f9d5c7ed2
First observed: Sep 12, 2012
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.