V••••••• H•••

Advisor at F••••••

SAN FRANCISCO, CA | Indianapolis, IN

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:9096832b-b5db-542f-ace6-05414dc7941d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jun 26, 2023 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: F••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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
F••••••	Independent wealth	Jan 12, 2026	n/a	yes	Indianapolis, IN\|SAN FRANCISCO, CA	Current employment
C• D•••••• • G••• W••••• M•••••••••	Former SEC adviser	Jan 7, 2024	Apr 9, 2026	no	INDIANAPOLIS, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C• D•••••• • G••• W••••• M•••••••••	F••••••	Apr 9, 2026	Jan 12, 2026	-87	Firm change after gap	RIA to RIA
F••••••• P••••••• A•• W•••••••• A•••••••	C• D•••••• • G••• W••••• M•••••••••	Dec 12, 2023	Jan 7, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
142352:302050:IN:2026-04-09	Apr 9, 2026	Jan 12, 2026	INDIANAPOLIS, IN	Firm change after gap

Relationships

Registered with (3)

→ F••••••Registered adviserregistration: current employment
Jan 12, 2026 to presentfactForm ADV
→ C• D•••••• • G••• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 7, 2024 to Apr 9, 2026factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Jun 26, 2023 to Dec 12, 2023factForm ADV

Dated events

Occurred
Apr 9, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 12, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9096832b-b5db-542f-ace6-05414dc7941d
First observed: Jun 26, 2023
Last observed: Sep 15, 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.