DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

M••••••• H••• H••••••••

Advisor at I••••••••• R••••••• P•••••••

Midlothian, VA | LEMONT, PA

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Search this name across graphsid dfx:ria:e6e721f4-b664-1481-a638-a414875efea7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 1, 2010 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: I••••••••• R••••••• P•••••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• I••••••••• P•••••••• L••	Independent wealth	Jan 6, 2026	n/a	yes	LEMONT, PA\|Midlothian, VA	Current employment
I••••••••• R••••••• P•••••••	Asset manager	Dec 8, 2023	n/a	yes	Midlothian, VA\|LEMONT, PA	Current employment

Relationships

Registered with (2)

→ A•••• I••••••••• P•••••••• L••Registered adviserregistration: current employment
Jan 6, 2026 to presentfactForm ADV
→ I••••••••• R••••••• P•••••••Registered adviserregistration: current employment
Dec 8, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6e721f4-b664-1481-a638-a414875efea7
First observed: Jun 1, 2010
Last observed: Sep 15, 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.