DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

M•••••• R• H••••••

Advisor at M•••••••• I••••••••• M••••••••• L••

BETHESDA, MD

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Search this name across graphsid dfx:ria:19a8b93c-14dd-54ed-7247-c524abf26ea3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 26, 2009 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•••••••• I••••••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 2, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••••• I••••••••• M••••••••• L••	Independent wealth	Jul 5, 2023	n/a	yes	BETHESDA, MD	Current employment
V••••••• C•••••• A•••••••• L••	Independent wealth	Jun 26, 2017	Apr 14, 2023	no	HUNT VALLEY, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••••• C•••••• A•••••••• L••	M•••••••• I••••••••• M••••••••• L••	Apr 14, 2023	Jul 5, 2023	82	Firm change	RIA to RIA
H•••••••• A•••••••• L••	V••••••• C•••••• A•••••••• L••	Jun 30, 2017	Jun 26, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
145323:288512:MD:2017-06-30	Jun 30, 2017	Jun 26, 2017	HUNT VALLEY, MD	Firm change

Relationships

Registered with (5)

→ M•••••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Jul 5, 2023 to presentfactForm ADV
→ V••••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 26, 2017 to Apr 14, 2023factForm ADV
→ H•••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 17, 2012 to Jun 30, 2017factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Apr 14, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:19a8b93c-14dd-54ed-7247-c524abf26ea3
First observed: Jun 26, 2009
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.