DFX Intelligence

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

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RIA / WealthAdvisor39 years in industry

M•••••• H••••• R•••••••

Advisor at M••••••• P•••••• W••••• L••

Bradenton, FL

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Search this name across graphsid dfx:ria:0f7536d1-1899-5072-a437-081668e9d7f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 21, 1998 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••••••• P•••••• W••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 1, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom 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
M••••••• P•••••• W••••• L••	State registered	Aug 3, 2025	n/a	yes	Bradenton, FL	Current employment
H••••• C•••••• A•••••••• L••	n/a	Jan 2, 2020	Aug 6, 2025	no	BRADENTON, FL\|BRADENTON, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• C•••••• A•••••••• L••	M••••••• P•••••• W••••• L••	Aug 6, 2025	Aug 3, 2025	-3	Firm change	Other
F•••• S••••••• C•••••• A•••••••• L••	H••••• C•••••• A•••••••• L••	Dec 31, 2015	Jan 2, 2020

Relationships

Registered with (6)

→ M••••••• P•••••• W••••• L••Registered adviserregistration: current employment
Aug 3, 2025 to presentfactForm ADV
→ H••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 2, 2020 to Aug 6, 2025factForm ADV
→ F•••• S••••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 1, 2014 to Dec 31, 2015factForm ADV
→ W••••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration

Dated events

Occurred
Aug 6, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0f7536d1-1899-5072-a437-081668e9d7f9
First observed: Aug 21, 1998
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.