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A•••••••• D•••• O••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst15 years in industry

A•••••••• D•••• O••••••

Advisor at H••••• C•••••• M••••••••• L••

GARDEN CITY, NY

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Search this name across graphsid dfx:ria:0e050647-263e-a727-00fe-b250a21b1afc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Jun 24, 2013 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

A•••••••• D•••• O••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: H••••• C•••••• M••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
H••••• C•••••• M••••••••• L••	Mixed wealth	Jul 18, 2019	n/a	yes	GARDEN CITY, NY	Current employment
H••••• C•••••• M••••••••• L••	Mixed wealth	Jun 24, 2013	Dec 31, 2018	no

Relationships

Registered with (1)

→ H••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 24, 2013 to Dec 31, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e050647-263e-a727-00fe-b250a21b1afc
First observed: Jun 24, 2013
Last observed: Sep 14, 2026 8 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.