DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

D•••• A•••• H••••••••

Advisor at H•••••••• A•••• M••••••••• L••

BEND, OR

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Search this name across graphsid dfx:ria:f2a1a8d2-bb7c-ac56-7c27-b9c875644696

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 19, 2009 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•••••••• A•••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 17, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••••• A•••• M••••••••• L••	State registered	Apr 11, 2025	n/a	yes	BEND, OR	Current employment
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Mar 19, 2009	Jul 1, 2009	no	SAN DIEGO, CA\|OCEANSIDE, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••• F•••••••• A•••••••• I•••	H•••••••• A•••• M••••••••• L••	Jul 1, 2009	Apr 11, 2025	5,763	Firm change after gap	Other

Relationships

Registered with (2)

→ H•••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Apr 11, 2025 to presentfactForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 19, 2009 to Jul 1, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2a1a8d2-bb7c-ac56-7c27-b9c875644696
First observed: Mar 19, 2009
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.