A•• B••• M•••••

Advisor at H•••••••• A•••••••• I•••

FLAGSTAFF, AZ | PHOENIX, AZ

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:4dcd3782-c0d7-1ccf-c2ce-678205f568b9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 1, 2011 to Sep 15, 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: H•••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••••• A•••••••• I•••	Independent wealth	Apr 21, 2026	n/a	yes	FLAGSTAFF, AZ\|PHOENIX, AZ	Current employment
G••••• W••••• M••••••••• I•••	Bd affiliated wealth	Feb 25, 2026	n/a	yes	PHOENIX, AZ	Current employment

Relationships

Registered with (2)

→ H•••••••• A•••••••• I•••Registered adviserregistration: current employment
Apr 21, 2026 to presentfactForm ADV
→ G••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Feb 25, 2026 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4dcd3782-c0d7-1ccf-c2ce-678205f568b9
First observed: Apr 1, 2011
Last observed: Sep 15, 2026 7 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.