DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

M••••• A••••• H•••••••

Advisor at D•••••• W••••• P•••••••• L••

TAVARES, FL

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Search this name across graphsid dfx:ria:5726a8b3-926a-754f-5606-cc4103131089

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 2, 2010 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: D•••••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 4, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••••• W••••• P•••••••• L••	Independent wealth	Apr 6, 2015	n/a	yes	TAVARES, FL	Current employment
C••• L••	Bd affiliated wealth	Jul 10, 2018	Jul 1, 2020	no	Tavares, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• W••••• M•••••••••	4••• G•••••••••	Jan 7, 2021	Dec 20, 2010	-3,671	Firm change after gap	Other
C••• L••	n/a	Jul 1, 2020	n/a	n/a

Team moves

••• Locked

Team	Left	Joined	From	Kind
145595:154279:FL:2021-01-07	Jan 7, 2021	Dec 20, 2010	TAVARES, FL	Firm change after gap

Relationships

Registered with (4)

→ D•••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Apr 6, 2015 to presentfactForm ADV
→ R••••• W••••• M•••••••••Registered adviserregistration: previous registration
Dec 2, 2010 to Jan 7, 2021factForm ADV
→ C••• L••Registered adviserregistration: previous registration
Jul 10, 2018 to Jul 1, 2020factForm ADV
→ 4••• G•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5726a8b3-926a-754f-5606-cc4103131089
First observed: Dec 2, 2010
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.