DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

M•••••• J•• H•••••

Advisor at C••••••••• I••••••••• S•••••••• L••

NEW YORK, NY

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Search this name across graphsid dfx:ria:1102adae-ebbd-f05e-4d05-10af8a3ac318

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 4, 2002 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: C••••••••• I••••••••• S•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• I••••••••• S•••••••• L••	Independent wealth	Mar 15, 2022	n/a	yes	NEW YORK, NY	Current employment
M•• S••••••••• I•••	n/a	Sep 5, 2013	Apr 5, 2019	no	NEW YORK, NY\|SADDLEBROOK, NJ\|Iselin, NJ\|Paramus, NJ\|Wilmington, DE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• S••••••••• I•••	C••••••••• I••••••••• S•••••••• L••	Apr 5, 2019	Mar 15, 2022	1,075	Firm change after gap	Other
T• P•••••• C••••• W••••• L••	M•• S••••••••• I•••	Jul 8, 2013	Sep 5, 2013

Relationships

Registered with (4)

→ C••••••••• I••••••••• S•••••••• L••Registered adviserregistration: current employment
Mar 15, 2022 to presentfactForm ADV
→ M•• S••••••••• I•••Registered adviserregistration: previous registration
Sep 5, 2013 to Apr 5, 2019factForm ADV
→ T• P•••••• C••••• W••••• L••Registered adviserregistration: previous registration
Apr 17, 2013 to Jul 8, 2013factForm ADV
→ T• W••••• M••••••••• S••••••• I•••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1102adae-ebbd-f05e-4d05-10af8a3ac318
First observed: Nov 4, 2002
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.