DFX Intelligence

H••••• M••••• D•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

H••••• M••••• D•••••••••

Advisor at D•••••••• C•••••• A•••• M••••••••• L••

PALM BEACH GARDENS, FL

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Search this name across graphsid dfx:ria:8669f69d-196a-9e98-7638-11c10a8f1751

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jun 22, 2016 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: D•••••••• C•••••• A•••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••••••• C•••••• A•••• M••••••••• L••	State registered	May 4, 2023	n/a	yes	PALM BEACH GARDENS, FL	Current employment
G•••• C••••••	Asset manager	Sep 23, 2022	Dec 31, 2022	no	MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••• C••••••	D•••••••• C•••••• A•••• M••••••••• L••	Dec 31, 2022	May 4, 2023	124	Firm change	Other
M••••••• W••••• L••	G•••• C••••••	Oct 5, 2021	Sep 23, 2022

Relationships

Registered with (7)

→ D•••••••• C•••••• A•••• M••••••••• L••Registered adviserregistration: current employment
May 4, 2023 to presentfactForm ADV
→ G•••• C••••••Registered adviserregistration: previous registration
Sep 23, 2022 to Dec 31, 2022factForm ADV
→ M••••••• W••••• L••Registered adviserregistration: previous registration
Sep 2, 2021 to Oct 5, 2021factForm ADV
→ S••••• W••••• A••••••• I•••Registered adviser

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8669f69d-196a-9e98-7638-11c10a8f1751
First observed: Jun 22, 2016
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.