DFX Intelligence

H••••• A••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

H••••• A••• S•••••

Advisor at O••••••• N•

MIAMI, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 21, 2019 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: O••••••• N•
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••••••• N•	Other adviser	Sep 20, 2022	n/a	yes	MIAMI, FL	Current employment
O••••••• N•	Former SEC adviser	Oct 25, 2021	Aug 30, 2022	no	MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••• N•	O••••••• N•	Aug 30, 2022	Sep 20, 2022	21	Channel change	Other
D••• B••• I••••••••• A•••••••	O••••••• N•	Oct 13, 2021	Oct 25, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
285157:322478:FL:2022-08-30	Aug 30, 2022	Sep 20, 2022	MIAMI, FL	Firm change

Relationships

Registered with (4)

→ O••••••• N•Registered adviserregistration: current employment
Sep 20, 2022 to presentfactForm ADV
→ O••••••• N•Registered adviserregistration: previous registration
Oct 25, 2021 to Aug 30, 2022factForm ADV
→ D••• B••• I••••••••• A•••••••Registered adviserregistration: previous registration
Oct 12, 2020 to Oct 13, 2021factForm ADV
→ J••••• G••••• • C••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 21, 2019
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.