DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst43 years in industry

D••••• E•••• H•••

Advisor at H••• C••••••• L••

PASADENA, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Feb 22, 1983 to Sep 14, 2026

Across DFX

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

Real Estate Fundsidentity

D••••• E•••• H•••

Real estate principal · key_crd_individual, shared_individual_crd

Venture Capitalidentity

D••••• E•••• H•••

Venture principal · key_crd_individual, shared_individual_crd

Facts

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

Current firm: H••• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 22, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••• C••••••• L••	Independent wealth	Apr 23, 2025	n/a	yes	PASADENA, CA	Current employment

Relationships

Registered with (1)

→ H••• C••••••• L••Registered adviserregistration: current employment
Apr 23, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 22, 1983
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.