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

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RIA / WealthAdvisor32 years in industry

A••• H•••••• F•••••••••

Advisor at M•••••• C••••••

PORTLAND, OR

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Search this name across graphsid dfx:ria:1c06975d-d8a5-aa44-2831-1c88da473411

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 28, 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: M•••••• C••••••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 10, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• C••••••	Mixed wealth	Apr 7, 2015	n/a	yes	PORTLAND, OR	Current employment
N•••••••• C•••••• M••••••••• I•••	Institutional manager	May 28, 2003	Apr 2, 2015	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••••• C•••••• M••••••••• I•••	M•••••• C••••••	Apr 2, 2015	Apr 7, 2015	5	Firm change	Other

Relationships

Registered with (2)

→ M•••••• C••••••Registered adviserregistration: current employment
Apr 7, 2015 to presentfactForm ADV
→ N•••••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
May 28, 2003 to Apr 2, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1c06975d-d8a5-aa44-2831-1c88da473411
First observed: May 28, 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.