C•••• L• L••••

Advisor at H••••••• I•••••••• M••••••••• C•••

BETHESDA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1725af83-ef50-3626-a274-e6210dea1aff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 10, 2003 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••••••• I•••••••• M••••••••• C•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••• I•••••••• M••••••••• C•••	Independent wealth	Jan 21, 2025	n/a	yes	BETHESDA, MD	Current employment
R•••••• A•••• M••••••••• L••	Former SEC adviser	Feb 10, 2003	Dec 6, 2024	no	CHEVY CHASE, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• A•••• M••••••••• L••	H••••••• I•••••••• M••••••••• C•••	Dec 6, 2024	Jan 21, 2025	46	Firm change	Other

Relationships

Registered with (2)

→ H••••••• I•••••••• M••••••••• C•••Registered adviserregistration: current employment
Jan 21, 2025 to presentfactForm ADV
→ R•••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Feb 10, 2003 to Dec 6, 2024factForm ADV

Dated events

Occurred
Dec 6, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1725af83-ef50-3626-a274-e6210dea1aff
First observed: Feb 10, 2003
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.