DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

H••••• S•••• E•••••

Advisor at A••••• P•••••• W••••• A•••••••• L••

CLEVELAND, OH

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Search this name across graphsid dfx:ria:1f9ef439-b3d0-2748-ce7c-85693ebb8ea8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2006 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: A••••• P•••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• R••••••••• P••• A•••••••• L••	Other adviser	Apr 30, 2018	n/a	yes	CLEVELAND, OH	Current employment
A••••• P•••••• W••••• A•••••••• L••	Independent wealth	Mar 18, 2010	n/a	yes	CLEVELAND, OH	Current employment

Relationships

Registered with (2)

→ A••••• R••••••••• P••• A•••••••• L••Registered adviserregistration: current employment
Apr 30, 2018 to presentfactForm ADV
→ A••••• P•••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Mar 18, 2010 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f9ef439-b3d0-2748-ce7c-85693ebb8ea8
First observed: Jan 1, 2006
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.