G•••••• P••••••

Advisor at H•• I••••••••• P•••••••• L••

AUSTIN, 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:9f30f664-0112-59a0-ce03-3d4e945c8406

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 14, 2003 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: H•• I••••••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 24, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•• I••••••••• P•••••••• L••	Independent wealth	Feb 3, 2025	n/a	yes	AUSTIN, TX	Current employment
G•••••••• F•••••••• A•••••••• L••	Institutional manager	Apr 26, 2022	Apr 22, 2025	no	Austin, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••••• F•••••••• A•••••••• L••	H•• I••••••••• P•••••••• L••	Apr 22, 2025	Feb 3, 2025	-78	Firm change after gap	Other
K••••• A••••••• S•••••••• L••	G•••••••• F•••••••• A•••••••• L••	Mar 31, 2022	Apr 26, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
112685:307956:TX:2020-12-08	Dec 8, 2020	Jul 3, 2020	AUSTIN, TX	Firm change after gap

Relationships

Registered with (5)

→ H•• I••••••••• P•••••••• L••Registered adviserregistration: previous registration
Jul 3, 2020 to Jun 28, 2021factForm ADV
→ G•••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 26, 2022 to Apr 22, 2025factForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 13, 2021 to Mar 31, 2022factForm ADV
→ T•• A•••••••• L•

Dated events

Occurred
Apr 22, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f30f664-0112-59a0-ce03-3d4e945c8406
First observed: May 14, 2003
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.