DFX Intelligence

M••••• I•••• P••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

M••••• I•••• P••••

Advisor at H••••• V•••• P•••••••• L••

GREENWICH, CT | PALM BEACH, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 22, 2016 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••••• V•••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••• V•••• P•••••••• L••	Independent wealth	Mar 3, 2023	n/a	yes	PALM BEACH, FL\|GREENWICH, CT	Current employment
O••••••••• • C•• I•••	Bd affiliated wealth	Sep 22, 2016	Mar 10, 2023	no	STAMFORD, CT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••••• • C•• I•••	H••••• V•••• P•••••••• L••	Mar 10, 2023	Mar 3, 2023	-7	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ H••••• V•••• P•••••••• L••Registered adviserregistration: current employment
Mar 3, 2023 to presentfactForm ADV
→ O••••••••• • C•• I•••Registered adviserregistration: previous registration
Sep 22, 2016 to Mar 10, 2023factForm ADV

Dated events

Order

Occurred
10 Mar 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 22, 2016
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.