H••••• I• L•••

Advisor at M•••• F•••••••• A•••••••

Houston, TX | ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e0f2f65-f97d-bfba-7b75-45093487d963

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jul 31, 2015 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: M•••• F•••••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 22, 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: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• F•••••••• A•••••••	Bd affiliated wealth	Apr 15, 2025	n/a	yes	Houston, TX\|ALPHARETTA, GA	Current employment
M•• C•••••• M••••••••• L••	Independent wealth	Oct 22, 2024	Mar 20, 2025	no	Houston, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• C•••••• M••••••••• L••	M•••• F•••••••• A•••••••	Mar 20, 2025	Apr 15, 2025	26	Firm change	RIA to RIA
W••••• E••••••••• A••••••• S•••••••• L••	M•• C•••••• M••••••••• L••	Sep 4, 2024	Oct 22, 2024

Relationships

Registered with (5)

→ M•••• F•••••••• A•••••••Registered adviserregistration: current employment
Apr 15, 2025 to presentfactForm ADV
→ M•• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 22, 2024 to Mar 20, 2025factForm ADV
→ W••••• E••••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 31, 2023 to Sep 4, 2024factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••

Dated events

Occurred
Mar 20, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 4, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 1, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e0f2f65-f97d-bfba-7b75-45093487d963
First observed: Jul 31, 2015
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.