DFX Intelligence

F•••• R••••• C••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner44 years in industry

F•••• R••••• C••••••

Advisor at H•••••• R••• A•••••••

Elizabethtown, PA

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Search this name across graphsid dfx:ria:f2ef9388-c6bc-dcb8-d49b-ab6d7a1dd00c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 24, 1998 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•••••• R••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 26, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••• R••• A•••••••	State registered	Nov 16, 2020	n/a	yes	Elizabethtown, PA	Current employment
A•••••• F••••• W•••••• I•••	Independent wealth	Jun 9, 2017	Sep 14, 2020	no	MECHANICSBURG, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• F••••• W•••••• I•••	H•••••• R••• A•••••••	Sep 14, 2020	Nov 16, 2020	63	Firm change	RIA to state RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	A•••••• F••••• W•••••• I•••	Jan 4, 2016	Jun 9, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:288209:PA:2016-01-04	Jan 4, 2016	Jun 9, 2017	YORK, PA	Firm change after gap

Relationships

Registered with (3)

→ H•••••• R••• A•••••••Registered adviserregistration: current employment
Nov 16, 2020 to presentfactForm ADV
→ A•••••• F••••• W•••••• I•••Registered adviserregistration: previous registration
Jun 9, 2017 to Sep 14, 2020factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 24, 1998 to Jan 4, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2ef9388-c6bc-dcb8-d49b-ab6d7a1dd00c
First observed: Feb 24, 1998
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.