DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

M••••• H•••••••••

Advisor at B••• G••••• W••••• A•••••••• I•••

MIAMI, FL

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Search this name across graphsid dfx:ria:1074eeeb-737b-0c87-0b6f-a80abbc55200

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Sep 24, 2010 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: B••• G••••• W••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 27, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• G••••• W••••• A•••••••• I•••	Independent wealth	Aug 19, 2024	n/a	yes	MIAMI, FL	Current employment
A•••••• W••••• M••••••••• I•••	Independent wealth	Jul 7, 2023	Nov 7, 2023	no	HOUSTON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• W••••• M••••••••• I•••	B••• G••••• W••••• A•••••••• I•••	Nov 7, 2023	Aug 19, 2024	286	Firm change	RIA to RIA
C•••••••• G••••• M•••••• I•••	A•••••• W••••• M••••••••• I•••	Jan 20, 2023	Jul 7, 2023

Relationships

Registered with (7)

→ B••• G••••• W••••• A•••••••• I•••Registered adviserregistration: current employment
Aug 19, 2024 to presentfactForm ADV
→ A•••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Jul 7, 2023 to Nov 7, 2023factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Oct 25, 2018 to Jan 20, 2023factForm ADV
→ P•• M•••••• A•••••• S••••••••• I•••

Dated events

Occurred
Nov 7, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 20, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1074eeeb-737b-0c87-0b6f-a80abbc55200
First observed: Sep 24, 2010
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.