DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

A••••• H•••• V•••••

Advisor at S••••••••• W•••••

SUMMIT, NJ | Melbourne, FL

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Search this name across graphsid dfx:ria:6c82384c-7377-9f42-3fe1-d249340c2ad8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 24, 2012 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: S••••••••• W•••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••••• W•••••	Mixed wealth	May 2, 2019	n/a	yes	SUMMIT, NJ\|Melbourne, FL	Current employment
H••••• I••••••••• M••••••••• L••	Independent wealth	Jan 25, 2016	Apr 25, 2019	no	Melbourne, FL\|CINCINNATI, OH\|Melbourne, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• I••••••••• M••••••••• L••	S••••••••• W•••••	Apr 25, 2019	May 2, 2019	7	Firm change	RIA to new firm
R•••••• W••••• A•••••••• I•••	H••••• I••••••••• M••••••••• L••	Jan 7, 2016	Jan 25, 2016

Relationships

Registered with (3)

→ S••••••••• W•••••Registered adviserregistration: current employment
May 2, 2019 to presentfactForm ADV
→ H••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 25, 2016 to Apr 25, 2019factForm ADV
→ R•••••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 24, 2012 to Jan 7, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6c82384c-7377-9f42-3fe1-d249340c2ad8
First observed: Apr 24, 2012
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.