I••••• H••••

Advisor at H•••••• I••••••••• A••••••

LOS ANGELES, CA

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:621bda67-8940-6526-8245-96756ac7766a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 8, 2022 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: H•••••• I••••••••• A••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••• I••••••••• A••••••	State registered	Oct 23, 2023	n/a	yes	LOS ANGELES, CA	Current employment
H•••••• I••••••••• A••••••	n/a	Mar 8, 2022	Jun 19, 2024	no	LOS ANGELES, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••• I••••••••• A••••••	H•••••• I••••••••• A••••••	Jun 19, 2024	Oct 23, 2023	-240	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
307785:327727:CA:2024-06-19	Jun 19, 2024	Oct 23, 2023	LOS ANGELES, CA	Firm change after gap

Relationships

Registered with (2)

→ H•••••• I••••••••• A••••••Registered adviserregistration: current employment
Oct 23, 2023 to presentfactForm ADV
→ H•••••• I••••••••• A••••••Registered adviserregistration: previous registration
Mar 8, 2022 to Jun 19, 2024factForm ADV

Dated events

Occurred
Jun 19, 2024
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:621bda67-8940-6526-8245-96756ac7766a
First observed: Mar 8, 2022
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.