M•••• H•••••

Advisor at W•••• F•••• A•••••••

GREENWICH, CT

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:84e0477b-7c9e-9454-b9d3-d305b0369344

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Mar 30, 2015 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jun 28, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Jul 29, 2026	n/a	yes	GREENWICH, CT	Current employment
T•• H••••• G••••• L••	Independent wealth	Oct 29, 2025	May 19, 2026	no	WESTPORT, CT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• H••••• G••••• L••	W•••• F•••• A•••••••	May 19, 2026	Jul 29, 2026	71	Firm change	RIA to wirehouse
G•••••••• W••••• P•••••••	T•• H••••• G••••• L••	Sep 11, 2025	Oct 29, 2025

Relationships

Registered with (7)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Jul 29, 2026 to presentfactForm ADV
→ T•• H••••• G••••• L••Registered adviserregistration: previous registration
Oct 29, 2025 to May 19, 2026factForm ADV
→ G•••••••• W••••• P•••••••Registered adviserregistration: previous registration
Sep 9, 2025 to Sep 11, 2025factForm ADV
→ M•••• F•••••••• A•••••••

Dated events

Occurred
May 19, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Sep 11, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 27, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:84e0477b-7c9e-9454-b9d3-d305b0369344
First observed: Mar 30, 2015
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.