DFX Intelligence

B•••••• D••••• C••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)13 years in industry

B•••••• D••••• C••••••••

Advisor at H••• R•••• C•••••• M••••••••• L••

PALM BEACH GARDENS, FL

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Search this name across graphsid dfx:ria:161766b3-20eb-2f25-5768-1e751ab032b2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 8, 2013 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: H••• R•••• C•••••• M••••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Feb 7, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••• R•••• C•••••• M••••••••• L••	Other adviser	Sep 22, 2020	n/a	yes	PALM BEACH GARDENS, FL	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Dec 18, 2014	Jun 11, 2015	no	HOUSTON, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	H••• R•••• C•••••• M••••••••• L••	Jun 11, 2015	Sep 22, 2020	1,930	Firm change after gap	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C•••••••• G••••• M•••••• I•••	Aug 2, 2013	Dec 18, 2014

Relationships

Registered with (3)

→ H••• R•••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Sep 22, 2020 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Dec 18, 2014 to Jun 11, 2015factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 8, 2013 to Aug 2, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:161766b3-20eb-2f25-5768-1e751ab032b2
First observed: Feb 8, 2013
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.