P••• H•••••••

Advisor at W•••••• M•••••••• I••••••••• A••••••• I••

WOODBRIDGE, CT

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 21, 2019 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: W•••••• M•••••••• I••••••••• A••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• M•••••••• I••••••••• A••••••• I••	Independent wealth	Jan 12, 2021	n/a	yes	WOODBRIDGE, CT	Current employment
W•••••• M•••••••• I••••••••• A••••••• I••	Independent wealth	Aug 21, 2019	Dec 31, 2020	no	WOODBRIDGE, CT

Relationships

Registered with (1)

→ W•••••• M•••••••• I••••••••• A••••••• I••Registered adviserregistration: previous registration
Aug 21, 2019 to Dec 31, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 21, 2019
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.