DFX Intelligence

C•••••• C••••• A••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

C•••••• C••••• A••••

Advisor at H••••••••• C•••••• M•••••••••

NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:8c871935-2d5f-70ec-9e99-67e8c0e0a377

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Feb 1, 2008 to Sep 14, 2026

Across DFX

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

Private Equityidentity

C•••••• C••••• A••••

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

Venture Capitalidentity

C•••••• C••••• A••••

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: H••••••••• C•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••••• C•••••• M•••••••••	Independent wealth	Nov 21, 2016	n/a	yes	NEWPORT BEACH, CA	Current employment

Relationships

Registered with (1)

→ H••••••••• C•••••• M•••••••••Registered adviserregistration: current employment
Nov 21, 2016 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c871935-2d5f-70ec-9e99-67e8c0e0a377
First observed: Feb 1, 2008
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.