DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

M• E••••• P••••••• D• H••••••••

Advisor at B••• G••••• W••••• A•••••••• I•••

El Paso, TX | MIAMI, FL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Apr 15, 2011 to Sep 15, 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: B••• G••••• W••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• G••••• W••••• A•••••••• I•••	Independent wealth	Mar 6, 2024	n/a	yes	MIAMI, FL\|El Paso, TX	Current employment
I••••••• A••••••• S•••••••• L••	Mixed wealth	Dec 12, 2023	Jan 9, 2024	no	HOUSTON, TX\|MIAMI, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••• A••••••• S•••••••• L••	B••• G••••• W••••• A•••••••• I•••	Jan 9, 2024	Mar 6, 2024	57	Firm change	RIA to new firm
P•• M•••••• A•••••• S••••••••• I•••	I••••••• A••••••• S•••••••• L••	Nov 30, 2023	Dec 12, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
110476:282589:TX:2023-11-30	Nov 30, 2023	Dec 12, 2023	EL PASO, TX	Firm change
129052:110476:TX:2023-11-30	Nov 30, 2023	Jan 11, 2022	EL PASO, TX	Firm change after gap
110476:129052:TX:2021-12-31	Dec 31, 2021	Sep 20, 2021	EL PASO, TX	Firm change after gap

Relationships

Registered with (4)

→ B••• G••••• W••••• A•••••••• I•••Registered adviserregistration: current employment
Mar 6, 2024 to presentfactForm ADV
→ I••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Dec 12, 2023 to Jan 9, 2024factForm ADV
→ P•• M•••••• A•••••• S••••••••• I•••Registered adviserregistration: previous registration
Jan 11, 2022 to Nov 30, 2023factForm ADV
→ P•• W••••• M•••••••••

Dated events

Order

Occurred
9 Jan 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
30 Nov 2023
Advisor changed firm2 events
M• E••••• P••••••• D• H••••••••: advisor changed firm, 2 firms, on 30 Nov 2023
- ••• Locked
- ••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 15, 2011
Last observed: Sep 15, 2026 9 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.