A••• H••••••

Advisor at M••••• S••••••

San Francisco, CA

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:913b9e47-7a7f-8e9d-6031-cb146c916235

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 7, 2008 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jul 3, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	May 29, 2026	n/a	yes	San Francisco, CA	Current employment
R•• C•••••• M••••••• L••	National bd RIA	Mar 6, 2019	Jun 12, 2026	no	SAN FRANCISCO, CA\|San Francisco, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•• C•••••• M••••••• L••	M••••• S••••••	Jun 12, 2026	May 29, 2026	-14	Firm change	Ibd to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R•• C•••••• M••••••• L••	Mar 8, 2019	Mar 6, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
31194:149777:CA:2026-06-12	Jun 12, 2026	May 29, 2026	SAN FRANCISCO, CA	Firm change
7691:31194:CA:2019-03-08	Mar 8, 2019	Mar 6, 2019	SAN FRANCISCO, CA	Firm change

Relationships

Registered with (4)

→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Aug 15, 2011factForm ADV
→ R•• C•••••• M••••••• L••Registered adviserregistration: previous registration
Mar 6, 2019 to Jun 12, 2026factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 5, 2011 to Mar 8, 2019factForm ADV
→ M••••• S•••••• • C•• L••

Dated events

Occurred
Jun 12, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:913b9e47-7a7f-8e9d-6031-cb146c916235
First observed: Jul 7, 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.