DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

A••••• M• H•••••

Advisor at N••••••• W••••• M••••••••• G••••• L••

••• Locked

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Search this name across graphsid dfx:ria:9e4d2569-ba50-cd04-f448-2a93a3f55e43

Data as of Sep 15, 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: 2
Dated events: 0
On other graphs: 0
Observed: Dec 22, 2016 to Sep 15, 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: N••••••• W••••• M••••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N••••••• W••••• M••••••••• G••••• L••	Independent wealth	Jan 5, 2022	n/a	yes	CINCINNATI, OH\|Gahanna, OH\|Centerburg, OH	Current employment
N••••••• W••••• M••••••••• G••••• L••	Independent wealth	Dec 22, 2016	Dec 31, 2021	no	Gahanna, OH\|CINCINNATI, OH

Relationships

Registered with (1)

→ N••••••• W••••• M••••••••• G••••• L••Registered adviserregistration: previous registration
Dec 22, 2016 to Dec 31, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9e4d2569-ba50-cd04-f448-2a93a3f55e43
First observed: Dec 22, 2016
Last observed: Sep 15, 2026 7 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.