DFX Intelligence

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

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RIA / WealthAdvisor29 years in industry

H•••• Z••••• R••••

Advisor at M••••••• T•• L••

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:38f71b1e-3565-66d8-32f4-c04f6ead7586

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: May 8, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

H•••• Z••••• R••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M••••••• T•• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 8, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• T•• L••	Independent wealth	Mar 23, 2023	n/a	yes	SAN FRANCISCO, CA	Current employment
M••••• S••••••	Wirehouse	Jun 1, 2009	Oct 19, 2012	no	San Francisco, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	M••••••• T•• L••	Oct 19, 2012	Mar 23, 2023	3,807	Firm change after gap	Wirehouse to RIA
M••••• S•••••• • C•• L••	M••••• S••••••	Jun 1, 2009	Jun 1, 2009

Relationships

Registered with (5)

→ M••••••• T•• L••Registered adviserregistration: current employment
Mar 23, 2023 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Oct 19, 2012factForm ADV
→ M••••• S•••••• • C•• L••Registered adviserregistration: previous registration
Apr 13, 2006 to Jun 1, 2009factForm ADV
→ B••• O• A•••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:38f71b1e-3565-66d8-32f4-c04f6ead7586
First observed: May 8, 2002
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.