DFX Intelligence

M•••••• B•••• F••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor19 years in industry

M•••••• B•••• F••••

Advisor at H••••••• F••••• O••••••• L••

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:66928cbb-6e1d-c64c-3a5f-750b1e1b14c6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 1
Observed: Jan 8, 2007 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

M•••••• B•••• F••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: H••••••• F••••• O••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 2, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••• F••••• O••••••• L••	Independent wealth	Jun 18, 2024	n/a	yes	SCOTTSDALE, AZ	Current employment
H••••••• F••••• O••••••• L••	Independent wealth	Feb 3, 2023	Dec 31, 2023	no	SCOTTSDALE, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••• W••••• M••••••••• L••	J••••••• W••••• S••••••••• L••	Mar 5, 2024	Jul 24, 2017	-2,416	Firm change after gap	Other
J••••••• W••••• S••••••••• L••	H••••••• F••••• O••••••• L••	Aug 2, 2018	Feb 3, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
158107:287909:AZ:2017-08-18	Aug 18, 2017	Jun 27, 2017	PHOENIX, AZ	Firm change after gap

Relationships

Registered with (7)

→ H••••••• F••••• O••••••• L••Registered adviserregistration: previous registration
Feb 3, 2023 to Dec 31, 2023factForm ADV
→ H••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 27, 2017 to Mar 5, 2024factForm ADV
→ J••••••• W••••• S••••••••• L••Registered adviserregistration: previous registration
Jul 24, 2017 to Aug 2, 2018factForm ADV
→ H••••••• W••••• M••••••••• L••

Dated events

Occurred
Mar 5, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:66928cbb-6e1d-c64c-3a5f-750b1e1b14c6
First observed: Jan 8, 2007
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.