DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

T••••• M•••• H•••••

Advisor at P•• W••••• M•••••••••

BALTIMORE, MD | PHOENIX, MD

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Search this name across graphsid dfx:ria:94ae9a30-3a96-11c7-935d-d61d270dc63a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 17, 2016 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: P•• W••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	Bd affiliated wealth	Mar 26, 2025	n/a	yes	PHOENIX, MD\|BALTIMORE, MD	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Oct 17, 2016	Jul 12, 2023	no	TOWSON, MD\|TIMONIUM, MD\|LUTHERVILLE, MD\|LUTHERVILLE, MD\|TOWSON, MD\|LUTHERVILLE, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	P•• W••••• M•••••••••	Jul 12, 2023	Mar 26, 2025	623	Firm change after gap	Wirehouse to ibd

Relationships

Registered with (2)

→ P•• W••••• M•••••••••Registered adviserregistration: current employment
Mar 26, 2025 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 17, 2016 to Jul 12, 2023factForm ADV

Dated events

Occurred
Jul 12, 2023
Advisor changed firm
T••••• M•••• H••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for P•• W••••• M••••••••• (registered 2025-03-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:94ae9a30-3a96-11c7-935d-d61d270dc63a
First observed: Oct 17, 2016
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.