DFX Intelligence

H••••• W•••••• F•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

H••••• W•••••• F•••

Advisor at M••••• T•••• A•••• M•••••••••

••• Locked

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Search this name across graphsid dfx:ria:b6f271ea-3e06-35f3-a8d3-78327125a117

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Nov 2, 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: M••••• T•••• A•••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• T•••• A•••• M•••••••••	Independent wealth	Feb 5, 2026	n/a	yes	MARCO ISLAND, FL\|MATAWAN, NJ\|CHARLOTTE, NC	Current employment
C••• I••••••••• A•••••••• I•••	Independent wealth	Jun 17, 2024	Jan 6, 2026	no	MARCO ISLAND, FL\|MCDONOUGH, GA

Moves

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From	To	Left	Joined	Gap, days	Kind	Move type
G••••• I••••••••• A•••••••	C••• I••••••••• A•••••••• I•••	Feb 3, 2026	Jun 17, 2024	-596	Firm change after gap	RIA to RIA
C••• I••••••••• A•••••••• I•••	M••••• T•••• A•••• M•••••••••	Jan 6, 2026	Feb 5, 2026

Relationships

Registered with (5)

→ M••••• T•••• A•••• M•••••••••Registered adviserregistration: current employment
Feb 5, 2026 to presentfactForm ADV
→ G••••• I••••••••• A•••••••Registered adviserregistration: previous registration
Jun 11, 2024 to Feb 3, 2026factForm ADV
→ C••• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 17, 2024 to Jan 6, 2026factForm ADV
→ C••••••• C•••••• A••••••• L••

Dated events

Occurred
Feb 3, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 6, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 20, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b6f271ea-3e06-35f3-a8d3-78327125a117
First observed: Nov 2, 2018
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.