DFX Intelligence

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RIA / WealthAdvisorChartered Financial Analyst23 years in industry

DAVID REED HINES

Advisor at CORIENT

Portland, ME

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:7f08c75f-7cb1-ca07-a9b8-cf7093f22f15

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Oct 16, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

David Reed Hines

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORIENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Oct 16, 2003
Dual registered: no
Other names: DAVID REED HINEY
IAPD individual key: 4711307

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Corient	Independent wealth	Aug 21, 2026	n/a	yes	Portland, ME	Current employment
H.M. PAYSON	Independent wealth	Oct 16, 2003	Aug 26, 2026	no	PORTLAND, ME\|PORTLAND, ME\|PORTLAND, ME	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
H.M. PAYSON	Corient	Aug 26, 2026	Aug 21, 2026	-5	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
2993:319448:ME:2026-08-20	Aug 26, 2026	Aug 21, 2026	PORTLAND, ME	Firm change

Relationships

Registered with (2)

→ CORIENTRegistered adviserregistration: current employment
Aug 21, 2026 to presentfactForm ADV
→ H.M. PAYSONRegistered adviserregistration: previous registration
Oct 16, 2003 to Aug 26, 2026factForm ADV

Dated events

Occurred
Aug 26, 2026
Advisor changed firm
David Reed Hines left H.M. Payson for Corient (registered 2026-08-21)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f08c75f-7cb1-ca07-a9b8-cf7093f22f15
First observed: Oct 16, 2003
Last observed: Sep 14, 2026 6 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.

DAVID REED HINES

Advisor at CORIENT

Portland, ME

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:7f08c75f-7cb1-ca07-a9b8-cf7093f22f15

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:45 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Corient

Independent wealth

Aug 21, 2026

n/a

yes

Portland, ME

Current employment

H.M. PAYSON

Independent wealth

Oct 16, 2003

Aug 26, 2026

PORTLAND, ME|PORTLAND, ME|PORTLAND, ME

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

H.M. PAYSON

Corient

Aug 26, 2026

Aug 21, 2026

-5

Firm change

RIA to RIA

Team

Left

Joined

From

Kind

2993:319448:ME:2026-08-20

Aug 26, 2026

Aug 21, 2026

PORTLAND, ME

Firm change