DFX Intelligence
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Registered advisor
D•••• M•••••• H••••
Feed of 09/14/2026
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Business email
- ••• Lockedreportedeyhadvisers.comfirm site, Sep 16, 2026
- Advisor profile
- ••• Lockedreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
At current firm
11 y
since Nov 13, 2014
In the industry
29 y
since Jul 8, 1997 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- E••••• Y•••• • H•••• I••••••••• M••••••••• independent RIA currentsince Nov 13, 2014 · Redwood City, Ca
- E••••• Y•••• • H•••• I••••••••• M••••••••• independent RIAJul 8, 1997 to Dec 31, 2008 · San Mateo, Ca
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address