M••• V• H••••

Advisor at M••••• S••••••

San Jose, CA

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Search this name across graphsid dfx:ria:bab67d18-6f92-f853-30a6-4c375fbcae7d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 13, 2008 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••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Oct 10, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Oct 4, 2010	n/a	yes	San Jose, CA	Current employment
W•••• F•••• I••••••••• L••	n/a	Oct 13, 2008	Oct 11, 2010	no	CUPERTINO, CA\|LOS GATOS, CA\|SAN JOSE, CA\|SAN JOSE, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• I••••••••• L••	M••••• S••••••	Oct 11, 2010	Oct 4, 2010	-7	Firm change	Other

Relationships

Registered with (2)

→ M••••• S••••••Registered adviserregistration: current employment
Oct 4, 2010 to presentfactForm ADV
→ W•••• F•••• I••••••••• L••Registered adviserregistration: previous registration
Oct 13, 2008 to Oct 11, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bab67d18-6f92-f853-30a6-4c375fbcae7d
First observed: Oct 13, 2008
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.