DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)39 years in industry

M••• A••• C••••••

Advisor at H•••••• F••••••••

West Henrietta, NY

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Search this name across graphsid dfx:ria:eb8e4279-54af-9713-fd34-558110a0051c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 11, 2012 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•••••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 22, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••• F••••••••	Independent wealth	Sep 17, 2019	n/a	yes	West Henrietta, NY	Current employment
C•••••• G•••• • C• I••	Former SEC adviser	Jun 11, 2012	Jun 8, 2015	no	ROCHESTER, NY\|WEST HENRIETTA, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• G•••• • C• I••	H•••••• F••••••••	Jun 8, 2015	Sep 17, 2019	1,562	Firm change after gap	Other

Relationships

Registered with (2)

→ H•••••• F••••••••Registered adviserregistration: current employment
Sep 17, 2019 to presentfactForm ADV
→ C•••••• G•••• • C• I••Registered adviserregistration: previous registration
Jun 11, 2012 to Jun 8, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eb8e4279-54af-9713-fd34-558110a0051c
First observed: Jun 11, 2012
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.