DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

R•••• H•••• P••••

Advisor at U•• A•••••••

JUPITER, FL

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Search this name across graphsid dfx:ria:823210f0-5552-2255-b517-f1d41b5aa855

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 1
On other graphs: 0
Observed: Jul 12, 2024 to Sep 15, 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: U•• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
U•• A•••••••	Independent wealth	Sep 14, 2026	n/a	yes	JUPITER, FL	Current employment
A•• C•••••• A•••••••	Independent wealth	Oct 27, 2025	Jun 1, 2026	no	TAMPA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•• C•••••• A•••••••	U•• A•••••••	Jun 1, 2026	Sep 14, 2026	105	Firm change	RIA to RIA
C•••••• S••••• • C••• I•••	A•• C•••••• A•••••••	Aug 9, 2024	Oct 27, 2025

Relationships

No published relationship touches this entity yet.

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Sep 14, 2026
R•••• H•••• P•••• registered as an investment adviser representative at U•• A•••••••

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:823210f0-5552-2255-b517-f1d41b5aa855
First observed: Jul 12, 2024
Last observed: Sep 15, 2026 7 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.