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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

M•••••• Q•••••• H••••••

Advisor at C•••••••

San Antonio, TX

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:93a0d3fe-e55d-3b09-9083-5605c6c57a06

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

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 19, 2004 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: C•••••••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 10, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Jun 23, 2023	n/a	yes	San Antonio, TX	Current employment
S••••••• W••••• M••••••••• L••	Former SEC adviser	Apr 15, 2005	Oct 25, 2023	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• W••••• M••••••••• L••	C•••••••	Oct 25, 2023	Jun 23, 2023	-124	Firm change after gap	Other
E•••• • Y•••• I••••••••• A••••••• L••	S••••••• W••••• M••••••••• L••	Apr 21, 2005

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
134714:175112:TX:2023-10-25	Oct 25, 2023	Jun 23, 2023	SAN ANTONIO, TX	Firm change after gap

Relationships

Registered with (3)

→ C•••••••Registered adviserregistration: current employment
Jun 23, 2023 to presentfactForm ADV
→ S••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 15, 2005 to Oct 25, 2023factForm ADV
→ E•••• • Y•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Apr 19, 2004 to Apr 21, 2005factForm ADV

Dated events

Occurred
Oct 25, 2023
Advisor changed firm
M•••••• Q•••••• H•••••• left S••••••• W••••• M••••••••• L•• for Captrust (registered 2023-06-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:93a0d3fe-e55d-3b09-9083-5605c6c57a06
First observed: Apr 19, 2004
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.