B•••• C• W••••

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

Roseville, CA | 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:b136f2d5-2f23-8a04-5cf8-27fd6824a74d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 22, 2013 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: H•• I••••••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 26, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•• I••••••••• P•••••••• L••	Independent wealth	Jun 23, 2025	n/a	yes	AUSTIN, TX\|Roseville, CA	Current employment
V•••••• W••••• M••••••••• I•••	Former SEC adviser	Mar 1, 2017	Dec 31, 2025	no	FOLSOM, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••• W••••• M••••••••• I•••	H•• I••••••••• P•••••••• L••	Dec 31, 2025	Jun 23, 2025	-191	Firm change after gap	RIA to RIA
L•• F•••••••• L••	V•••••• W••••• M••••••••• I•••	Feb 24, 2017	Mar 1, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
139663:307956:CA:2025-12-31	Dec 31, 2025	Jun 23, 2025	FOLSOM, CA	Firm change after gap

Relationships

Registered with (3)

→ H•• I••••••••• P•••••••• L••Registered adviserregistration: current employment
Jun 23, 2025 to presentfactForm ADV
→ V•••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Mar 1, 2017 to Dec 31, 2025factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jul 22, 2013 to Feb 24, 2017factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b136f2d5-2f23-8a04-5cf8-27fd6824a74d
First observed: Jul 22, 2013
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.