DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

B•••• P•••••• H••••••

Advisor at M••••• F•••••••• P•••••••

GEORGETOWN, TX

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Search this name across graphsid dfx:ria:49965a4e-7078-3adf-6443-69f9368c0cf9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 13, 2015 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••••• F•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• F•••••••• P•••••••	Independent wealth	Jun 6, 2023	n/a	yes	GEORGETOWN, TX	Current employment
L••••••• P•••••• A•••• M••••••••• L••	Independent wealth	Jun 24, 2020	Jun 5, 2023	no	ALAMO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••••• P•••••• A•••• M••••••••• L••	M••••• F•••••••• P•••••••	Jun 5, 2023	Jun 6, 2023	1	Firm change	RIA to RIA
J• H••••••• F••••••••• I•••	L••••••• P•••••• A•••• M••••••••• L••	Jun 19, 2020	Jun 24, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
156845:107638:CA:2020-06-19	Jun 19, 2020	Jun 24, 2020	WALNUT CREEK, CA	Firm change

Relationships

Registered with (3)

→ M••••• F•••••••• P•••••••Registered adviserregistration: current employment
Jun 6, 2023 to presentfactForm ADV
→ L••••••• P•••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Jun 24, 2020 to Jun 5, 2023factForm ADV
→ J• H••••••• F••••••••• I•••Registered adviserregistration: previous registration
Mar 13, 2015 to Jun 19, 2020factForm ADV

Dated events

Occurred
Jun 5, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:49965a4e-7078-3adf-6443-69f9368c0cf9
First observed: Mar 13, 2015
Last observed: Sep 14, 2026 8 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.