DFX Intelligence

M•••• P•••• T••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst25 years in industry

M•••• P•••• T••••••••

Advisor at I•• H••••• I•••

Westport, CT

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Search this name across graphsid dfx:ria:0e3806e7-75da-2b84-14b8-8e8c4dbffe8c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 7, 2012 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: I•• H••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• H••••• I•••	State registered	Jan 8, 2016	n/a	yes	Westport, CT	Current employment
I•• H••••• I•••	State registered	Mar 7, 2012	Dec 31, 2015	no	NORWALK, CT	Previous registration

Relationships

Registered with (1)

→ I•• H••••• I•••Registered adviserregistration: previous registration
Mar 7, 2012 to Dec 31, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e3806e7-75da-2b84-14b8-8e8c4dbffe8c
First observed: Mar 7, 2012
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.