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

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

F•••••••• H••• S••••

Advisor at F••••

WEST PALM BEACH, FL | Hudson, FL

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Search this name across graphsid dfx:ria:285fcf77-09de-8a92-b63c-8bcbf5c7f5ae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 16, 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: F••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F••••	Independent wealth	May 28, 2026	n/a	yes	WEST PALM BEACH, FL\|Hudson, FL	Current employment
E•••• • Y•••• I••••••••• A••••••• L••	No RAUM reported	Jun 18, 2020	Jun 8, 2026	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• • Y•••• I••••••••• A••••••• L••	F••••	Jun 8, 2026	May 28, 2026	-11	Firm change	Other
U••• I••••••••• S••••••• C••••••	E•••• • Y•••• I••••••••• A••••••• L••	May 18, 2018

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
5475:110921:TX:2018-05-18	May 18, 2018	Jun 18, 2020	SAN ANTONIO, TX	Firm change after gap

Relationships

Registered with (5)

→ F••••Registered adviserregistration: current employment
May 28, 2026 to presentfactForm ADV
→ E•••• • Y•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 18, 2020 to Jun 8, 2026factForm ADV
→ U••• I••••••••• S••••••• C••••••Registered adviserregistration: previous registration
Jan 8, 2018 to May 18, 2018factForm ADV
→ U••• F•••••••• P••••••• S•••••••

Dated events

Occurred
Jun 8, 2026
Advisor changed firm
F•••••••• H••• S•••• left E•••• • Y•••• I••••••••• A••••••• L•• for Facet (registered 2026-05-28)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:285fcf77-09de-8a92-b63c-8bcbf5c7f5ae
First observed: Jul 16, 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.