T•• M•••••

Advisor at H•••••• I••••••••• S•••••••• L••

••• Locked

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:6fa2b179-6d40-f5d7-25b3-a8ddf19f5871

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 9, 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••••••••• S•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••• A••••••• I•••	Independent wealth	Mar 26, 2026	n/a	yes	Arlington, TX\|COLORADO SPRINGS, CO	Current employment
H•••••• I••••••••• S•••••••• L••	Independent wealth	Nov 19, 2025	n/a	yes	Arlington, TX\|OAKBROOK TERRACE, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• F•••••••• A•••••••	H•••••• I••••••••• S•••••••• L••	Nov 12, 2025	Nov 19, 2025	7	Firm change	RIA to RIA
S••••••••• W•••••	T•• F•••••••• A•••••••	Apr 25, 2025	Oct 30, 2025

Relationships

Registered with (4)

→ E•••• A••••••• I•••Registered adviserregistration: current employment
Mar 26, 2026 to presentfactForm ADV
→ H•••••• I••••••••• S•••••••• L••Registered adviserregistration: current employment
Nov 19, 2025 to presentfactForm ADV
→ T•• F•••••••• A•••••••Registered adviserregistration: previous registration
Oct 30, 2025 to Nov 12, 2025factForm ADV
→ S••••••••• W•••••

Dated events

Occurred
Nov 12, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Apr 25, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6fa2b179-6d40-f5d7-25b3-a8ddf19f5871
First observed: Jun 9, 2022
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.