DFX Intelligence

A•••• K••••• W••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner36 years in industry

A•••• K••••• W••••

Advisor at M•••••••• • C•••••• I•••

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fe7a4f07-8e3c-55ef-2a5b-15edf5e41584

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 1, 1996 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: Mar 14, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 30derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••••• • C•••••• I•••	Independent wealth	Jan 1, 1996	n/a	yes	BOSTON, MA	Current employment
M•••••••• • C•••••• I•••	Independent wealth	Jan 1, 1996	Dec 31, 2002	no	BOSTON, MA	Previous registration

Relationships

Registered with (1)

→ M•••••••• • C•••••• I•••Registered adviserregistration: previous registration
Jan 1, 1996 to Dec 31, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fe7a4f07-8e3c-55ef-2a5b-15edf5e41584
First observed: Jan 1, 1996
Last observed: Sep 14, 2026 9 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.