DFX Intelligence

A•••••• H••• T••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

A•••••• H••• T••••••

Advisor at M•• F•••••••• S•••••••• I•••

Chesapeake, VA

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Search this name across graphsid dfx:ria:507d91a2-e62f-6f8a-5f07-1e876586007e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Feb 21, 2023 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•••••••• S•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• F•••••••• S•••••••• I•••	Bd affiliated wealth	Jul 20, 2026	n/a	yes	Chesapeake, VA	Current employment
P•••••••• S••••••••• I•••	Bd affiliated wealth	Jan 14, 2026	Apr 24, 2026	no	CHARLOTTE, NC\|Virginia Beach, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• S••••••••• I•••	M•• F•••••••• S•••••••• I•••	Apr 24, 2026	Jul 20, 2026	87	Firm change	Ibd to ibd
A••••••••• F•••••••• S•••••••• L••	P•••••••• S••••••••• I•••	Jan 22, 2026	Jan 14, 2026

Relationships

Registered with (3)

→ M•• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Jul 20, 2026 to presentfactForm ADV
→ P•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Jan 14, 2026 to Apr 24, 2026factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 21, 2023 to Jan 22, 2026factForm ADV

Dated events

Occurred
Apr 24, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jan 22, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:507d91a2-e62f-6f8a-5f07-1e876586007e
First observed: Feb 21, 2023
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.