DFX Intelligence

R••• C• E•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant26 years in industry

R••• C• E•••••

Advisor at E•••••••• H•••• F••••••••

SILVER SPRINGS, FL

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Search this name across graphsid dfx:ria:9c8c0ac1-3da5-1eec-b84b-00eaca99292c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 27, 2014 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: E•••••••• H•••• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 29, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom 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
E•••••••• H•••• F••••••••	State registered	Feb 20, 2026	n/a	yes	SILVER SPRINGS, FL	Current employment
E•••••••• H•••• F••••••••	State registered	Sep 22, 2021	Dec 31, 2025	no	SILVER SPRINGS, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• M•••• F••••••••• L••	E•••••••• H•••• F••••••••	Sep 28, 2021	Sep 22, 2021	-6	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ E•••••••• H•••• F••••••••Registered adviserregistration: previous registration
Sep 22, 2021 to Dec 31, 2025factForm ADV
→ S•••• M•••• F••••••••• L••Registered adviserregistration: previous registration
May 27, 2014 to Sep 28, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9c8c0ac1-3da5-1eec-b84b-00eaca99292c
First observed: May 27, 2014
Last observed: Sep 14, 2026 9 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.