DFX Intelligence

E••••• H•••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor32 years in industry

E••••• H•••• B•••••

Advisor at M••••••• W••••• P•••••• C••••• G••••• L••

RYE, NH

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Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 24, 2006 to Sep 18, 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••••••• W••••• P•••••• C••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 13, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• W••••• P•••••• C••••• G••••• L••	Independent wealth	Apr 22, 2014	n/a	yes	RYE, NH	Current employment
S• A•••••••• L••	Independent wealth	Dec 1, 2016	Feb 8, 2017	no	portsmouth, NH\|ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S• A•••••••• L••	n/a	Feb 8, 2017	n/a	n/a	Departure no registered destination	Departure
H• B•••• I•••	M••••••• W••••• P•••••• C••••• G••••• L••	Jul 6, 2015	Apr 22, 2014	-440

Relationships

Registered with (5)

→ M••••••• W••••• P•••••• C••••• G••••• L••Registered adviserregistration: current employment
Apr 22, 2014 to presentfactForm ADV
→ S• A•••••••• L••Registered adviserregistration: previous registration
Dec 1, 2016 to Feb 8, 2017factForm ADV
→ H• B•••• I•••Registered adviserregistration: previous registration
Jan 26, 2009 to Jul 6, 2015factForm ADV
→ T•• C••••••••• G••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 24, 2006
Last observed: Sep 18, 2026 5 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.