P•••••• J••••

Advisor at M••••• P••••• F••••• I•••

DUBLIN, OH

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:2961bcf1-ad59-661a-c5b9-28fd967c6d16

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 21, 2020 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: M••••• P••••• F••••• I•••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: May 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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
M••••• P••••• F••••• I•••	Institutional manager	Jun 13, 2025	n/a	yes	DUBLIN, OH	Current employment
H•••••• S••••••••• A•••• M••••••••• L••	Institutional manager	Jan 31, 2024	May 15, 2025	no	DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••• S••••••••• A•••• M••••••••• L••	M••••• P••••• F••••• I•••	May 15, 2025	Jun 13, 2025	29	Firm change	Other
H•••••• S••••••••• I•••	H•••••• S••••••••• A•••• M••••••••• L••	May 15, 2025	Jan 31, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
6220:110760:TX:2025-05-15	May 15, 2025	Jan 31, 2024	DALLAS, TX	Firm change after gap

Relationships

Registered with (4)

→ M••••• P••••• F••••• I•••Registered adviserregistration: current employment
Jun 13, 2025 to presentfactForm ADV
→ H•••••• S••••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Jan 31, 2024 to May 15, 2025factForm ADV
→ H•••••• S••••••••• I•••Registered adviserregistration: previous registration
Oct 31, 2023 to May 15, 2025factForm ADV
→ J••• M••••• S••••••••• L••

Dated events

Occurred
May 15, 2025
Advisor changed firm
P•••••• J•••• left H•••••• S••••••••• A•••• M••••••••• L•• for M••••• P••••• F••••• I••• (registered 2025-06-13)
Form ADVobserved 7 days ago
Occurred
Oct 12, 2023
Advisor changed firm
P•••••• J•••• left J••• M••••• S••••••••• L•• for H•••••• S••••••••• I••• (registered 2023-10-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2961bcf1-ad59-661a-c5b9-28fd967c6d16
First observed: Dec 21, 2020
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.