DFX Intelligence

G••••• Z•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

G••••• Z•••••••••

Advisor at M••••••• W••••• P•••••• C••••• G••••• L••

RYE, NH

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Search this name across graphsid dfx:ria:fbfecff8-7248-837a-4a51-1a5e8f937f3f

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 10, 2008 to Sep 18, 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••••••• W••••• P•••••• C••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 3, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• W••••• P•••••• C••••• G••••• L••	Independent wealth	Mar 1, 2024	n/a	yes	RYE, NH	Current employment
W•••• F•••• A•••••••	Wirehouse	Jan 22, 2021	Jan 26, 2024	no	ST. LOUIS, MO\|PORTSMOUTH, NH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	M••••••• W••••• P•••••• C••••• G••••• L••	Jan 26, 2024	Mar 1, 2024	35	Firm change	Wirehouse to RIA
A•••••• A••••••• S•••••••	W•••• F•••• A•••••••	Jan 27, 2016	Oct 6, 2017

Relationships

Registered with (5)

→ M••••••• W••••• P•••••• C••••• G••••• L••Registered adviserregistration: current employment
Mar 1, 2024 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 22, 2021 to Jan 26, 2024factForm ADV
→ A•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Aug 18, 2015 to Jan 27, 2016factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Jan 26, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fbfecff8-7248-837a-4a51-1a5e8f937f3f
First observed: Jan 10, 2008
Last observed: Sep 18, 2026 4 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.