DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

M•••••• P•••••• H••••••

Advisor at M••••••• H•••••• W••••• A•••••••

SANTA MONICA, CA

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Search this name across graphsid dfx:ria:709a7819-f666-7eae-b23e-139f7c601510

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 10, 2013 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: M••••••• H•••••• W••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 9, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• H•••••• W••••• A•••••••	State registered	Jun 30, 2022	n/a	yes	SANTA MONICA, CA	Current employment
M••••• A•••••••• L••	Bd affiliated wealth	Dec 17, 2018	Jun 30, 2022	no	LOS ANGELES, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• A•••••••• L••	M••••••• H•••••• W••••• A•••••••	Jun 30, 2022	Jun 30, 2022	0	Firm change	Ibd to state RIA
K••• C•••••• M•••••••••	M••••• A•••••••• L••	Dec 31, 2018	Dec 17, 2018

Relationships

Registered with (6)

→ M••••••• H•••••• W••••• A•••••••Registered adviserregistration: current employment
Jun 30, 2022 to presentfactForm ADV
→ M••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 17, 2018 to Jun 30, 2022factForm ADV
→ K••• C•••••• M•••••••••Registered adviserregistration: previous registration
Jan 9, 2018 to Dec 31, 2018factForm ADV
→ W•••••••••

Dated events

Occurred
Jun 30, 2022
Advisor changed firm
M•••••• P•••••• H•••••• left M••••• A•••••••• L•• for M••••••• H•••••• W••••• A••••••• (registered 2022-06-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:709a7819-f666-7eae-b23e-139f7c601510
First observed: May 10, 2013
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.