DFX Intelligence

R•••• V••••••• S•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor25 years in industry

R•••• V••••••• S•••••••••

Advisor at H••• W••••• A•••••••

Conshohocken, PA

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:6e6d4492-9c10-1281-42e0-be228ed5a924

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Dec 3, 2008 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••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 22, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••• W••••• A•••••••	Independent wealth	Sep 6, 2024	n/a	yes	Conshohocken, PA	Current employment
J••••• M••••••••• S•••• L••	Bd affiliated wealth	Mar 20, 2023	Sep 4, 2024	no	Yardley, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••••• M••••••••• S•••• L••	H••• W••••• A•••••••	Sep 4, 2024	Sep 6, 2024	2	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	J••••• M••••••••• S•••• L••	Mar 14, 2023	Mar 20, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
816:19616:PA:2016-02-02	Feb 2, 2016	Jan 7, 2016	WEST CONSHOHOCKEN, PA	Firm change

Relationships

Registered with (7)

→ H••• W••••• A•••••••Registered adviserregistration: current employment
Sep 6, 2024 to presentfactForm ADV
→ J••••• M••••••••• S•••• L••Registered adviserregistration: previous registration
Mar 20, 2023 to Sep 4, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 14, 2021 to Mar 14, 2023factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Sep 4, 2024
Advisor changed firm
R•••• V••••••• S••••••••• left J••••• M••••••••• S•••• L•• for H••• W••••• A••••••• (registered 2024-09-06)
Form ADVobserved 7 days ago
Occurred
Mar 14, 2023
Advisor changed firm
R•••• V••••••• S••••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••••• M••••••••• S•••• L•• (registered 2023-03-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6e6d4492-9c10-1281-42e0-be228ed5a924
First observed: Dec 3, 2008
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.