DFX Intelligence
Reading the graph
Reading the graph
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Advisor at H• I••••••••• I•••
CHEVY CHASE, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| H• I••••••••• I••• | Independent wealth | Jan 1, 2026 | n/a | yes | CHEVY CHASE, MD | Current employment |
| H••••• Z••••• F•••••••• S•••••••• I••• | Former SEC adviser | Jun 9, 2011 | Sep 25, 2013 | no | BETHSEDA, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U••••• C•••••• F•••••••• A••••••• | H••••• Z••••• F•••••••• S•••••••• I••• | Jan 21, 2021 | Jun 9, 2011 | -3,514 | Firm change after gap | Other |
| H••••• Z••••• F•••••••• S•••••••• I••• | H• I••••••••• I••• | Sep 25, 2013 | Jan 1, 2026 |
| U••••• C•••••• F•••••••• A••••••• | Independent wealth | Jan 3, 2011 | Jan 21, 2021 | no | BETHESDA, MD|BETHESDA, MD | Previous registration |
| M•• A•••• M••••••••• I••• | n/a | Aug 20, 1993 | May 20, 2011 | no | BETHESDA, MD | Previous registration |
| 4,481 |
| Firm change after gap |
| Other |
| M•• A•••• M••••••••• I••• | U••••• C•••••• F•••••••• A••••••• | May 20, 2011 | Jan 3, 2011 | -137 | Firm change after gap | Other |