DFX Intelligence

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

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RIA / WealthAdvisor21 years in industry

A••• V•• V•••••• P•••

Advisor at H••••••••• F•••••••• P••••••• L••

H•••••••••, NJ

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Search this name across graphsid dfx:ria:6fc349dc-d329-1388-6a03-86a38e53a863

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 29, 2006 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••••••••• F•••••••• P••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 2, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••••• F•••••••• P••••••• L••	Independent wealth	Oct 23, 2018	n/a	yes	H•••••••••, NJ	Current employment
W••••• M••••••••• A••••••••• I•••	Independent wealth	Jun 21, 2016	Oct 15, 2018	no	CHERRY HILL, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• M••••••••• A••••••••• I•••	H••••••••• F•••••••• P••••••• L••	Oct 15, 2018	Oct 23, 2018	8	Firm change	RIA to RIA
L•• F•••••••• L••	W••••• M••••••••• A••••••••• I•••	Jul 5, 2016	Jun 21, 2016

Relationships

Registered with (5)

→ H••••••••• F•••••••• P••••••• L••Registered adviserregistration: current employment
Oct 23, 2018 to presentfactForm ADV
→ W••••• M••••••••• A••••••••• I•••Registered adviserregistration: previous registration
Jun 21, 2016 to Oct 15, 2018factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 4, 2009 to Jul 5, 2016factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6fc349dc-d329-1388-6a03-86a38e53a863
First observed: Aug 29, 2006
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.