DFX Intelligence

C••••••••• N••• S•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

C••••••••• N••• S•••••••••

Advisor at A••••••• P•••••••• I•••

BOSTON, MA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 11, 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: A••••••• P•••••••• I•••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Feb 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• P•••••••• I•••	Other adviser	Jan 3, 2019	n/a	yes	BOSTON, MA	Current employment
A••••• A•• P••••••• S•••••••	Bd affiliated wealth	Apr 11, 2012	Sep 10, 2018	no	BOSTON, MA\|BOSTON, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• A•• P••••••• S•••••••	A••••••• P•••••••• I•••	Sep 10, 2018	Jan 3, 2019	115	Firm change	Other

Relationships

Registered with (2)

→ A••••••• P•••••••• I•••Registered adviserregistration: current employment
Jan 3, 2019 to presentfactForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Apr 11, 2012 to Sep 10, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 11, 2012
Last observed: Sep 14, 2026 10 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.