M••• H••••••••

Advisor at H•• I••••••••• P•••••••• L••

AUSTIN, TX

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:77c4ed06-9516-1fa0-8440-b75f49b3a04c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 23, 2019 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••••••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•• I••••••••• P•••••••• L••	Independent wealth	Jan 15, 2025	n/a	yes	AUSTIN, TX	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	Jul 12, 2023	Dec 23, 2024	no	AUSTIN, TX\|Austin, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A••••••• S•••••••• L••	H•• I••••••••• P•••••••• L••	Dec 23, 2024	Jan 15, 2025	23	Firm change	Ibd to RIA
H•• I••••••••• P•••••••• L••	K••••• A••••••• S•••••••• L••	Jun 21, 2023	Jul 12, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
112685:307956:TX:2020-12-08	Dec 8, 2020	Jul 3, 2020	AUSTIN, TX	Firm change after gap

Relationships

Registered with (3)

→ H•• I••••••••• P•••••••• L••Registered adviserregistration: previous registration
Jan 4, 2022 to Jun 21, 2023factForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 12, 2023 to Dec 23, 2024factForm ADV
→ T•• A•••••••• L•Registered adviserregistration: previous registration
Mar 23, 2019 to Dec 8, 2020factForm ADV

Dated events

Occurred
Dec 23, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 21, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:77c4ed06-9516-1fa0-8440-b75f49b3a04c
First observed: Mar 23, 2019
Last observed: Sep 14, 2026 9 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.