DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

A•••••••• B•••• H•••••

Advisor at M•••• H••••• W••••• M•••••••••

NEW ORLEANS, LA

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Search this name across graphsid dfx:ria:1cd4a48f-2362-759c-78e0-291a68b1c7a7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 30, 2014 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•••• H••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• H••••• W••••• M•••••••••	Independent wealth	May 17, 2019	n/a	yes	NEW ORLEANS, LA	Current employment
A••••••• A••••••• S•••••••	Former SEC adviser	Sep 30, 2014	May 15, 2019	no	NEW ORLEANS, LA\|LINCOLN, NE\|NEW ORLEANS, LA\|Glendale, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• A••••••• S•••••••	M•••• H••••• W••••• M•••••••••	May 15, 2019	May 17, 2019	2	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
14869:301963:AZ:2019-05-15	May 15, 2019	May 17, 2019	GLENDALE, AZ	Firm change

Relationships

Registered with (2)

→ M•••• H••••• W••••• M•••••••••Registered adviserregistration: current employment
May 17, 2019 to presentfactForm ADV
→ A••••••• A••••••• S•••••••Registered adviserregistration: previous registration
Sep 30, 2014 to May 15, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1cd4a48f-2362-759c-78e0-291a68b1c7a7
First observed: Sep 30, 2014
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.