DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst24 years in industry

M•••••• H••••• R•••••

Advisor at C••••••••• P•••••••• R•••••••

CHESTER SPRINGS, PA | Houston, TX

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Search this name across graphsid dfx:ria:69a0c83f-923b-2950-a9be-ac9e3364fc59

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 9, 2002 to Sep 15, 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: C••••••••• P•••••••• R•••••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 28, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• P•••••••• R•••••••	Asset manager	Sep 29, 2021	n/a	yes	CHESTER SPRINGS, PA\|Houston, TX	Current employment
A••••• C•••••• M•••••••••	n/a	Mar 11, 2005	Jun 1, 2020	no	COLORADO SPRINGS, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• C•••••• M•••••••••	C••••••••• P•••••••• R•••••••	Jun 1, 2020	Sep 29, 2021	485	Firm change after gap	Other
B•••• J• V• • C•	A••••• C•••••• M•••••••••	Feb 8, 2005	Mar 11, 2005

Relationships

Registered with (3)

→ C••••••••• P•••••••• R•••••••Registered adviserregistration: current employment
Sep 29, 2021 to presentfactForm ADV
→ A••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Mar 11, 2005 to Jun 1, 2020factForm ADV
→ B•••• J• V• • C•Registered adviserregistration: previous registration
Sep 9, 2002 to Feb 8, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:69a0c83f-923b-2950-a9be-ac9e3364fc59
First observed: Sep 9, 2002
Last observed: Sep 15, 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.