DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

S••••• L•• H•••••

C•••••••• G••••• M•••••• I•••BD affiliatedBoston, Ma dual registrantIAPD 5417202

Feed of 09/15/2026

Also filed as S••••• Bykowski

At current firm

0 y

since Sep 24, 2025

In the industry

16 y

since Dec 16, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••••• G••••• M•••••• I••• BD affiliated current
since Sep 24, 2025 · Greenwich, Ct
S•• W••••• independent RIA
Jun 28, 2022 to Jul 29, 2025 · Boston, Ma
S•• I••••••••• S••••••• I••• former
Apr 13, 2022 to Jul 29, 2022 · Newton, Ma
M••••• S•••••• wirehouse
Nov 11, 2019 to Mar 29, 2022 · Norwell, Ma
R•••••• J•••• • A••••••••• I••• national BD
Jun 7, 2018 to Oct 21, 2019 · Boston, Ma
W•••• F•••• A••••••• wirehouse
Feb 8, 2016 to Jun 6, 2018 · Boston, Ma
C••••• S••••• S••••••••• •••• L•• former
Feb 15, 2013 to Mar 2, 2016 · Boston, Ma
R•• C•••••• M••••••• L•• national BD
Dec 18, 2009 to May 25, 2012 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

S•• W••••• to C•••••••• G••••• M•••••• I•••
left Jul 29, 2025, registered Sep 24, 2025 (57 days) · RIA to affiliated broker-dealer or bank
S•• I••••••••• S••••••• I••• to S•• W•••••
left Jul 29, 2022, registered Jun 28, 2022 (-31 days) · corporate re-registration, not a move
M••••• S•••••• to S•• I••••••••• S••••••• I•••
left Mar 29, 2022, registered Apr 13, 2022 (15 days) · Wirehouse to affiliated broker-dealer or bank
R•••••• J•••• • A••••••••• I••• to M••••• S••••••
left Oct 21, 2019, registered Nov 11, 2019 (21 days) · Affiliated broker-dealer or bank to wirehouse
W•••• F•••• A••••••• to R•••••• J•••• • A••••••••• I•••
left Jun 6, 2018, registered Jun 7, 2018 (1 days) · Wirehouse to affiliated broker-dealer or bank
C••••• S••••• S••••••••• •••• L•• to W•••• F•••• A•••••••
left Mar 2, 2016, registered Feb 8, 2016 (-23 days) · corporate re-registration, not a move
R•• C•••••• M••••••• L•• to C••••• S••••• S••••••••• •••• L••
left May 25, 2012, registered Feb 15, 2013 (266 days) · Other

Signals

S••••• L•• H••••• left S•• W••••• for C•••••••• G••••• M•••••• I••• (registered 2025-09-24)
Jul 29, 2025 · Advisor changed firm · fact
S••••• L•• H••••• left M••••• S•••••• for S•• I••••••••• S••••••• I••• (registered 2022-04-13)
Mar 29, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address