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RIA / WealthAdvisorCertified Financial Planner10 years in industry

REESE EDWARD HINTON

Advisor at MADRID WEALTH MANAGEMENT

Scottsdale, AZ

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Search this name across graphsid dfx:ria:de087360-8337-d96e-5bcd-5edfd372301b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Oct 18, 2017 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: MADRID WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Dec 13, 2016
First registration: Oct 18, 2017
Dual registered: no
IAPD individual key: 6701500

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MADRID WEALTH MANAGEMENT	Independent wealth	Aug 11, 2025	n/a	yes	Scottsdale, AZ	Current employment
INTEGRATED WEALTH LLC	n/a	Jun 26, 2024	Sep 17, 2025	no	Scottsdale, AZ	Previous registration
REDW WEALTH LLC	Mixed wealth	Oct 27, 2021	Oct 2, 2023	no	Phoenix, AZ	Previous registration
PHOENICIAN WEALTH MANAGEMENT, LLC	n/a	Jun 12, 2020	Jun 22, 2021	no	SCOTTSDALE, AZ	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jun 15, 2018	Dec 18, 2019	no	Phoenix, AZ\|Phoenix, AZ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Oct 18, 2017	Nov 21, 2019	no	Phoenix, AZ\|Phoenix, AZ\|Phoenix, AZ\|Phoenix, AZ\|Phoenix, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTEGRATED WEALTH LLC	MADRID WEALTH MANAGEMENT	Sep 17, 2025	Aug 11, 2025	-37	Firm change after gap	Other
REDW WEALTH LLC	INTEGRATED WEALTH LLC	Oct 2, 2023	Jun 26, 2024	268	Firm change	Other
PHOENICIAN WEALTH MANAGEMENT, LLC	REDW WEALTH LLC	Jun 22, 2021	Oct 27, 2021	127	Firm change	Other
SCHWAB WEALTH ADVISORY, INC.	PHOENICIAN WEALTH MANAGEMENT, LLC	Dec 18, 2019	Jun 12, 2020	177	Firm change	Other
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Nov 21, 2019	Jun 15, 2018	-524	Channel change	Ibd to ibd

Relationships

Registered with (6)

→ MADRID WEALTH MANAGEMENTRegistered adviserregistration: current employment
Aug 11, 2025 to presentfactForm ADV
→ INTEGRATED WEALTH LLCRegistered adviserregistration: previous registration
Jun 26, 2024 to Sep 17, 2025factForm ADV
→ REDW WEALTH LLCRegistered adviserregistration: previous registration
Oct 27, 2021 to Oct 2, 2023factForm ADV
→ PHOENICIAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 12, 2020 to Jun 22, 2021factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Jun 15, 2018 to Dec 18, 2019factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Oct 18, 2017 to Nov 21, 2019factForm ADV

Dated events

Occurred
Sep 17, 2025
Advisor changed firm
Reese Edward Hinton left Integrated Wealth Llc for Madrid Wealth Management (registered 2025-08-11)
Form ADVobserved 4 days ago
Occurred
Oct 2, 2023
Advisor changed firm
Reese Edward Hinton left Redw Wealth Llc for Integrated Wealth Llc (registered 2024-06-26)
Form ADVobserved 4 days ago