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M•••••• F•••••••• G••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

M•••••• F•••••••• G••••

Advisor at H••••••• H••• W••••• P••••••• L••

NEW BRAUNFELS, 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:a64ce44f-133e-d40b-748f-015118fcf072

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 20, 2018 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••••••• H••• W••••• P••••••• L••
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••• H••• W••••• P••••••• L••	No RAUM reported	Jul 31, 2026	n/a	yes	NEW BRAUNFELS, TX	Current employment
T••••••• F•••••••• A•••••••• L••	Independent wealth	Aug 12, 2019	Aug 14, 2026	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••• F•••••••• A•••••••• L••	H••••••• H••• W••••• P••••••• L••	Aug 14, 2026	Jul 31, 2026	-14	Firm change	RIA to new firm
F•••• C•••••• A••••••• S•••••••	T••••••• F•••••••• A•••••••• L••	Aug 15, 2019

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
165237:342736:TX:2026-08-14	Aug 14, 2026	Jul 31, 2026	NEW BRAUNFELS, TX	Firm change
281958:165237:TX:2019-08-15	Aug 15, 2019	Aug 12, 2019	FORT WORTH, TX	Firm change

Relationships

Registered with (3)

→ H••••••• H••• W••••• P••••••• L••Registered adviserregistration: current employment
Jul 31, 2026 to presentfactForm ADV
→ T••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 12, 2019 to Aug 14, 2026factForm ADV
→ F•••• C•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Nov 20, 2018 to Aug 15, 2019factForm ADV

Dated events

Occurred
Aug 14, 2026
Advisor changed firm
M•••••• F•••••••• G•••• left T••••••• F•••••••• A•••••••• L•• for H••••••• H••• W••••• P••••••• L•• (registered 2026-07-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a64ce44f-133e-d40b-748f-015118fcf072
First observed: Nov 20, 2018
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.