DFX Intelligence
RIA Intelligence
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Registered advisor
A••• M•••••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as A••• Long Larsen
At current firm
2 y
since Jun 3, 2024
In the industry
46 y
since Jan 4, 1980 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- B••••••• F• E•••••• • C••••••• I••••••••• BD affiliated currentsince Jun 3, 2024 · Newport, Ri
- W•••• F•••• A••••••• wirehouseJan 1, 2008 to May 31, 2024 · Providence, Ri
- A• G• E•••••• • S•••• I••• unclassifiedDec 12, 2006 to Jan 1, 2008 · Middletown, Ri
- C•••••••• G••••• M•••••• I••• BD affiliatedOct 7, 1993 to Oct 10, 2003 · Newport, Ri
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to B••••••• F• E•••••• • C••••••• I•••••••••left May 31, 2024, registered Jun 3, 2024 (3 days) · Wirehouse to affiliated broker-dealer or bank
- A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
- C•••••••• G••••• M•••••• I••• to A• G• E•••••• • S•••• I•••left Oct 10, 2003, registered Dec 12, 2006 (1159 days) · Other
Signals
- A••• M••••••• left W•••• F•••• A••••••• for B••••••• F• E•••••• • C••••••• I••••••••• (registered 2024-06-03)May 31, 2024 · 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
- 46derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address