DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

M•••••• H•••• M•••••

Advisor at M••••••• H••• I••••••••• P•••••••

ATLANTIC HIGHLANDS, NJ

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Search this name across graphsid dfx:ria:df15726e-f8a2-8ed8-f414-88156a7bac8e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 12, 2014 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••••••• H••• I••••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 7, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• H••• I••••••••• P•••••••	Independent wealth	Mar 28, 2017	n/a	yes	ATLANTIC HIGHLANDS, NJ	Current employment
M••••••• H••• I••••••••• P•••••••	Independent wealth	Feb 24, 2016	Dec 31, 2016	no	Atlantic Highlands, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• I••••••••• S•••••••••	M••••••• H••• I••••••••• P•••••••	Aug 28, 2015	Feb 24, 2016	180	Firm change	Other

Relationships

Registered with (2)

→ M••••••• H••• I••••••••• P•••••••Registered adviserregistration: previous registration
Feb 24, 2016 to Dec 31, 2016factForm ADV
→ W•••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Jun 12, 2014 to Aug 28, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df15726e-f8a2-8ed8-f414-88156a7bac8e
First observed: Jun 12, 2014
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.