DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

P•••••• R••••• H•••••

Advisor at M••••••

Palm Beach Gardens, FL | Manasquan, NJ

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:80cef579-6fd5-61e1-0c16-f4ad65586de2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: May 2, 2012 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••••••
Current firm class: broker-dealer affiliated 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: 1derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Feb 10, 2025	n/a	yes	Manasquan, NJ\|Palm Beach Gardens, FL	Current employment
M••••••	Bd affiliated wealth	Nov 28, 2016	Feb 7, 2025	no	MANASQUAN, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• W••••• A•••••••	M••••••	Dec 31, 2018	Nov 28, 2016	-763	Firm change after gap	Other
C•••••• A•••••••	H••••• F•••••••• G••••• I•••	May 25, 2018	Jul 25, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
171018:140195:KS:2018-12-31	Dec 31, 2018	Nov 28, 2016	OVERLAND PARK, KS	Firm change after gap

Relationships

Registered with (6)

→ M••••••Registered adviserregistration: previous registration
Nov 28, 2016 to Feb 7, 2025factForm ADV
→ M•••••• W••••• A•••••••Registered adviserregistration: previous registration
Jul 22, 2014 to Dec 31, 2018factForm ADV
→ C•••••• A•••••••Registered adviserregistration: previous registration
Jun 4, 2012 to May 25, 2018factForm ADV
→ L•••••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:80cef579-6fd5-61e1-0c16-f4ad65586de2
First observed: May 2, 2012
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.