T••• M• H•••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

GEORGETOWN, TX

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:3fa72a70-fe04-1887-f5b4-645d003c857a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 15, 2019 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•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Aug 30, 2022	n/a	yes	GEORGETOWN, TX	Current employment
P••• A••••• S••••••••• L••	Bd affiliated wealth	Apr 4, 2022	May 16, 2022	no	AUSTIN, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• A••••• S••••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	May 16, 2022	Aug 30, 2022	106	Firm change	Ibd to wirehouse
E••••• J••••	P••• A••••• S••••••••• L••	Mar 16, 2022	Apr 4, 2022

Relationships

Registered with (3)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: current employment
Aug 30, 2022 to presentfactForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Apr 4, 2022 to May 16, 2022factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Oct 15, 2019 to Mar 16, 2022factForm ADV

Dated events

Occurred
May 16, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 16, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3fa72a70-fe04-1887-f5b4-645d003c857a
First observed: Oct 15, 2019
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.