DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

M•••• M••••• H••••••

Advisor at E• W••••• A•••••••

Brighton, MI | TORRANCE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fa30450a-5453-67f5-f692-d70a94d24abd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Aug 12, 2022 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: E• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E• W••••• A•••••••	Independent wealth	Jan 2, 2025	n/a	yes	Brighton, MI\|TORRANCE, CA	Current employment
E•••••••• W••••• M••••••••• L••	Former SEC adviser	Mar 10, 2023	Jan 21, 2025	no	BRIGHTON, MI\|Northville, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• W••••• M••••••••• L••	E• W••••• A•••••••	Jan 21, 2025	Jan 2, 2025	-19	Firm change	RIA to RIA
D•••••• W••••• S•••••••• L••	E•••••••• W••••• M••••••••• L••	Mar 3, 2023	Mar 10, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
140736:111147:MI:2025-01-21	Jan 21, 2025	Jan 2, 2025	NORTHVILLE, MI	Firm change
170573:140736:MI:2023-03-03	Mar 3, 2023	Mar 10, 2023	SOUTHFIELD, MI	Firm change

Relationships

Registered with (3)

→ E• W••••• A•••••••Registered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ E•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 10, 2023 to Jan 21, 2025factForm ADV
→ D•••••• W••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 12, 2022 to Mar 3, 2023factForm ADV

Dated events

Occurred
Jan 21, 2025
Advisor changed firm
M•••• M••••• H•••••• left E•••••••• W••••• M••••••••• L•• for E• W••••• A••••••• (registered 2025-01-02)
Form ADVobserved 7 days ago
Occurred
Mar 3, 2023
Advisor changed firm
M•••• M••••• H•••••• left D•••••• W••••• S•••••••• L•• for E•••••••• W••••• M••••••••• L•• (registered 2023-03-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fa30450a-5453-67f5-f692-d70a94d24abd
First observed: Aug 12, 2022
Last observed: Sep 15, 2026 7 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.