DFX Intelligence

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

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RIA / WealthAdvisor32 years in industry

H•••• L•• M•••••

Advisor at I••••• R••••••••• G••••

Miami, FL | MIAMI, FL

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Search this name across graphsid dfx:ria:35de5dae-28ab-4d06-a115-f8e56a251178

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 1, 1994 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: I••••• R••••••••• G••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••••••• A••••••• S•••••••• I•••	Institutional manager	Aug 4, 2025	n/a	yes	Miami, FL\|MIAMI, FL	Current employment
I••••• R••••••••• G••••	Mixed wealth	Dec 19, 2005	n/a	yes	MIAMI, FL	Current employment

Relationships

Registered with (2)

→ D•••••••• A••••••• S•••••••• I•••Registered adviserregistration: current employment
Aug 4, 2025 to presentfactForm ADV
→ I••••• R••••••••• G••••Registered adviserregistration: current employment
Dec 19, 2005 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:35de5dae-28ab-4d06-a115-f8e56a251178
First observed: Apr 1, 1994
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.