DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorPersonal Financial Specialist25 years in industry

E•••••••• A•• H•••••

Advisor at C••• I••••••••• A••••••• S•••••••• L••

Indianapolis, IN

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:1f898466-a856-1768-06ff-c77132690021

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 15, 2001 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: C••• I••••••••• A••••••• S•••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••• I••••••••• A••••••• S•••••••• L••	Institutional manager	Oct 1, 2024	n/a	yes	Indianapolis, IN	Current employment
H••••• F•••••••• A•••••••	n/a	Jun 4, 2004	Mar 31, 2025	no	INDIANAPOLIS, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• F•••••••• A•••••••	C••• I••••••••• A••••••• S•••••••• L••	Mar 31, 2025	Oct 1, 2024	-181	Firm change after gap	Other
O•••• F•• I•••	H••••• F•••••••• A•••••••	Jun 17, 2004	Jun 4, 2004

Relationships

Registered with (4)

→ C••• I••••••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Oct 1, 2024 to presentfactForm ADV
→ H••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Jun 4, 2004 to Mar 31, 2025factForm ADV
→ O•••• F•• I•••Registered adviserregistration: previous registration
Jul 31, 2002 to Jun 17, 2004factForm ADV
→ E•••••••• A•••••••• L••Registered adviser

Dated events

Occurred
Mar 31, 2025
Advisor changed firm
E•••••••• A•• H••••• left H••••• F•••••••• A••••••• for C••• I••••••••• A••••••• S•••••••• L•• (registered 2024-10-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f898466-a856-1768-06ff-c77132690021
First observed: Mar 15, 2001
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.