DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

F•••••••• W••••• H•••••

Advisor at G••••••••• P•••••• W•••••

Washington, DC | SAN JUAN, PR

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Search this name across graphsid dfx:ria:d2324ecf-5226-8429-5158-d2fff5cfaa66

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Sep 12, 2018 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: G••••••••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••••• P•••••• W•••••	Independent wealth	Oct 7, 2025	n/a	yes	Washington, DC\|SAN JUAN, PR	Current employment
B••••••• W••••• M••••••••• L••	n/a	Jan 24, 2024	Apr 1, 2025	no	WASHINGTON, DC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••• W••••• M••••••••• L••	G••••••••• P•••••• W•••••	Apr 1, 2025	Oct 7, 2025	189	Firm change	Other
H•••••••• W••••• M•••••••••	B••••••• W••••• M••••••••• L••	Feb 8, 2023	Jan 24, 2024

Relationships

Registered with (3)

→ G••••••••• P•••••• W•••••Registered adviserregistration: current employment
Oct 7, 2025 to presentfactForm ADV
→ B••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 24, 2024 to Apr 1, 2025factForm ADV
→ H•••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Sep 12, 2018 to Feb 8, 2023factForm ADV

Dated events

Occurred
Apr 1, 2025
Advisor changed firm
F•••••••• W••••• H••••• left B••••••• W••••• M••••••••• L•• for G••••••••• P•••••• W••••• (registered 2025-10-07)
Form ADVobserved 7 days ago
Occurred
Feb 8, 2023
Advisor changed firm
F•••••••• W••••• H••••• left H•••••••• W••••• M••••••••• for B••••••• W••••• M••••••••• L•• (registered 2024-01-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d2324ecf-5226-8429-5158-d2fff5cfaa66
First observed: Sep 12, 2018
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.