B•••• W••

Advisor at H••••••• C•••••• M••••••••• E••• L••

WOODBINE, MD

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:9fd97362-e3e7-95a4-b0cd-cce58bc23a53

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 13, 2006 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••••••• C•••••• M••••••••• E••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 12, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••• C•••••• M••••••••• E••• L••	State registered	Jan 1, 2026	n/a	yes	WOODBINE, MD	Current employment
H••••••• C•••••• M••••••••• E••• L••	State registered	Sep 29, 2017	Dec 31, 2022	no	WOODBINE, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••• C•••••• M••••••••• I•••	H••••••• C•••••• M••••••••• E••• L••	Oct 26, 2018	Sep 29, 2017	-392	Channel change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	H••••••• C•••••• M••••••••• I•••	Jul 27, 2009	Mar 31, 2014

Relationships

Registered with (3)

→ H••••••• C•••••• M••••••••• E••• L••Registered adviserregistration: previous registration
Sep 29, 2017 to Dec 31, 2022factForm ADV
→ H••••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Mar 31, 2014 to Oct 26, 2018factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 13, 2006 to Jul 27, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9fd97362-e3e7-95a4-b0cd-cce58bc23a53
First observed: Dec 13, 2006
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.