DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

E•••••• H•••••• M••••••

Advisor at P••••••••

ALEXANDRIA, VA | ENGLEWOOD, NJ

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Search this name across graphsid dfx:ria:268ce791-2787-4062-d5f4-5cac49c02c71

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 30, 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: P••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 24, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••	Independent wealth	Aug 29, 2022	n/a	yes	ENGLEWOOD, NJ\|ALEXANDRIA, VA	Current employment
D•••• C•••••• A•••••••• L••	Former SEC adviser	Apr 1, 2019	Aug 29, 2022	no	Alexandria, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••• C•••••• A•••••••• L••	P••••••••	Aug 29, 2022	Aug 29, 2022	0	Firm change	RIA to RIA
M••••••••• R•••• I••••••••• I•••	D•••• C•••••• A•••••••• L••	Apr 27, 2017	Apr 1, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
152532:151736:VA:2022-08-29	Aug 29, 2022	Aug 29, 2022	ALEXANDRIA, VA	Firm change
153668:147529:VA:2016-02-16	Feb 16, 2016	Feb 16, 2016	ALEXANDRIA, VA	Firm change

Relationships

Registered with (6)

→ P••••••••Registered adviserregistration: current employment
Aug 29, 2022 to presentfactForm ADV
→ D•••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 1, 2019 to Aug 29, 2022factForm ADV
→ M••••••••• R•••• I••••••••• I•••Registered adviserregistration: previous registration
Feb 16, 2016 to Apr 27, 2017factForm ADV
→ M••••••••• R•••• A••••••• S•••••••• L••

Dated events

Occurred
Aug 29, 2022
Advisor changed firm
E•••••• H•••••• M•••••• left D•••• C•••••• A•••••••• L•• for Pathstone (registered 2022-08-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:268ce791-2787-4062-d5f4-5cac49c02c71
First observed: Jun 30, 2009
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.