C••••••••• H•••

Advisor at M••••• S••••••

New York, 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:5a41f934-7000-0a4b-d679-6b6c115f1592

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 30, 2019 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••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Jul 17, 2025	n/a	yes	New York, NY\|New York, NY	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Jul 11, 2021	Jul 11, 2025	no	New York, NY\|New York, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	M••••• S••••••	Jul 11, 2025	Jul 17, 2025	6	Firm change	Wirehouse to wirehouse
G•••• A•••• M••••••••• I•••	J••• M••••• S••••••••• L••	Oct 18, 2021	Jul 11, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
79:149777:NY:2025-07-11	Jul 11, 2025	Jul 17, 2025	NEW YORK, NY	Firm change

Relationships

Registered with (3)

→ M••••• S••••••Registered adviserregistration: current employment
Jul 17, 2025 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Jul 11, 2021 to Jul 11, 2025factForm ADV
→ G•••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Apr 30, 2019 to Oct 18, 2021factForm ADV

Dated events

Occurred
Jul 11, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a41f934-7000-0a4b-d679-6b6c115f1592
First observed: Apr 30, 2019
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.