DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

M•••••• E• H•••••

Advisor at F••• W••••••••• I••••••••• A••••••• I••

CINCINNATI, OH

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Search this name across graphsid dfx:ria:4a4c005a-6c47-1cc3-f20a-10a433423f8e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 18, 2000 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: F••• W••••••••• I••••••••• A••••••• I••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Mar 18, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••• W••••••••• I••••••••• A••••••• I••	Institutional manager	Jun 16, 2026	n/a	yes	CINCINNATI, OH	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Oct 18, 2000	May 21, 2004	no	CINCINNATI, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	F••• W••••••••• I••••••••• A••••••• I••	May 21, 2004	Jun 16, 2026	8,061	Firm change after gap	Other

Relationships

Registered with (2)

→ F••• W••••••••• I••••••••• A••••••• I••Registered adviserregistration: current employment
Jun 16, 2026 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Oct 18, 2000 to May 21, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4a4c005a-6c47-1cc3-f20a-10a433423f8e
First observed: Oct 18, 2000
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.