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M•••••• E• H••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant|Chartered Financial Analyst13 years in industry

M•••••• E• H••••••

Advisor at N••••••• W••••• M••••••••• G••••• L••

CIncinnati, OH | CINCINNATI, OH

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Search this name across graphsid dfx:ria:0936159d-0552-e146-6c3b-fc46e05bbf8d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 11, 2014 to Sep 15, 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: N••••••• W••••• M••••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N••••••• W••••• M••••••••• G••••• L••	Independent wealth	Jul 31, 2025	n/a	yes	CIncinnati, OH\|CINCINNATI, OH	Current employment
F•• F•••••••• A•••••••• L••	Independent wealth	Jun 19, 2024	Jul 31, 2025	no	West Chester, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•• F•••••••• A•••••••• L••	N••••••• W••••• M••••••••• G••••• L••	Jul 31, 2025	Jul 31, 2025	0	Firm change	RIA to RIA
A••••••••• F•••••••• S•••••••• L••	F•• F•••••••• A•••••••• L••	Jul 17, 2019	Jun 19, 2024

Relationships

Registered with (6)

→ N••••••• W••••• M••••••••• G••••• L••Registered adviserregistration: current employment
Jul 31, 2025 to presentfactForm ADV
→ F•• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 19, 2024 to Jul 31, 2025factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 13, 2019 to Jul 17, 2019factForm ADV
→ F•••• T•••• S••••••••• I•••

Dated events

Occurred
Jul 31, 2025
Advisor changed firm
M•••••• E• H•••••• left F•• F•••••••• A•••••••• L•• for N••••••• W••••• M••••••••• G••••• L•• (registered 2025-07-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0936159d-0552-e146-6c3b-fc46e05bbf8d
First observed: Nov 11, 2014
Last observed: Sep 15, 2026 7 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.