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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst33 years in industry

F•••••••• R••••••• M••••••• J••

Advisor at H••••••• I••••••••• G••••• I•••

POMPANO BEACH, FL

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Search this name across graphsid dfx:ria:a828518b-5b16-7a52-ad66-32e10360d05b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 28, 2005 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••••••••• G••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 25derivedfrom 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••••••• I••••••••• G••••• I•••	Independent wealth	Jul 16, 2001	n/a	yes	POMPANO BEACH, FL	Current employment
H••••••• I••••••••• A•••••••• L••	n/a	Apr 28, 2005	Oct 24, 2006	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
H••••••• I••••••••• A•••••••• L••	n/a	Oct 24, 2006	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ H••••••• I••••••••• G••••• I•••Registered adviserregistration: current employment
Jul 16, 2001 to presentfactForm ADV
→ H••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 28, 2005 to Oct 24, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a828518b-5b16-7a52-ad66-32e10360d05b
First observed: Apr 28, 2005
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.