DFX Intelligence

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

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RIA / WealthAdvisor38 years in industry

M••••••• T••••• W••••

Advisor at H••••• V•••• P•••••••• L••

PALM BEACH, FL | Park City, UT

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Search this name across graphsid dfx:ria:e229e9f7-0fb8-7ab2-fa75-4e451b14ba02

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 15, 2010 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: Dec 16, 1987earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 6derivedfrom 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	Aug 3, 2020	n/a	yes	PALM BEACH, FL\|Park City, UT	Current employment
O••••••••• • C•• I•••	Bd affiliated wealth	Feb 15, 2010	Aug 7, 2020	no	FLORHAM PARK, NJ\|HERBER CITY, UT\|GLADSTONE, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••••• • C•• I•••	H••••• V•••• P•••••••• L••	Aug 7, 2020	Aug 3, 2020	-4	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ H••••• V•••• P•••••••• L••Registered adviserregistration: current employment
Aug 3, 2020 to presentfactForm ADV
→ O••••••••• • C•• I•••Registered adviserregistration: previous registration
Feb 15, 2010 to Aug 7, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e229e9f7-0fb8-7ab2-fa75-4e451b14ba02
First observed: Feb 15, 2010
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.