D••••• J• H•••

Advisor at E••••••• W••••• M••••••••• L••

VICTOR, NY

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:51a088aa-a594-12ce-5e99-6e545386b135

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 25, 2003 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: E••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom 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
E••••••• W••••• M••••••••• L••	Independent wealth	May 2, 2023	n/a	yes	VICTOR, NY	Current employment
T•• I••••••••• A•••• M••••••••• 2• L••	Independent wealth	Jan 29, 2021	May 1, 2023	no	ROCHESTER, NY\|PORTLAND, OR\|VICTOR, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• I••••••••• A•••• M••••••••• 2• L••	E••••••• W••••• M••••••••• L••	May 1, 2023	May 2, 2023	1	Firm change	RIA to new firm
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	T•• I••••••••• A•••• M••••••••• 2• L••	Jul 31, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:309098:NY:2020-07-31	Jul 31, 2020	Jan 29, 2021	PITTSFORD, NY	Firm change

Relationships

Registered with (3)

→ E••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
May 2, 2023 to presentfactForm ADV
→ T•• I••••••••• A•••• M••••••••• 2• L••Registered adviserregistration: previous registration
Jan 29, 2021 to May 1, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Nov 25, 2003 to Jul 31, 2020factForm ADV

Dated events

Occurred
May 1, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:51a088aa-a594-12ce-5e99-6e545386b135
First observed: Nov 25, 2003
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.