DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

M••••• H••••• H••••••

Advisor at M••••• W••••• L••

CHANDLER, AZ

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Search this name across graphsid dfx:ria:334fa92c-fecf-8162-5a34-caca09d0630b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 24, 2023 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••••• W••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• W••••• L••	State registered	May 30, 2024	n/a	yes	CHANDLER, AZ	Current employment
T•••• W•••••	Independent wealth	Jan 24, 2023	Jun 3, 2024	no	PHOENIX, AZ\|HIGH POINT, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••• W•••••	M••••• W••••• L••	Jun 3, 2024	May 30, 2024	-4	Firm change	RIA to state RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
320643:331245:NC:2024-06-03	Jun 3, 2024	May 30, 2024	HIGH POINT, NC	Firm change

Relationships

Registered with (2)

→ M••••• W••••• L••Registered adviserregistration: current employment
May 30, 2024 to presentfactForm ADV
→ T•••• W•••••Registered adviserregistration: previous registration
Jan 24, 2023 to Jun 3, 2024factForm ADV

Dated events

Occurred
Jun 3, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:334fa92c-fecf-8162-5a34-caca09d0630b
First observed: Jan 24, 2023
Last observed: Sep 14, 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.