RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
M•••••• D• H•••
- Title
- Investment Specialist, Financial Advisor, Investment Advisor Representativereportedwestpointwealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- W•••••••• W••••• M••••••••• L•• independent RIA currentsince Oct 14, 2020 · Berea, Oh
- G•••• I••••••••• L•• state registeredDec 14, 2020 to Sep 22, 2022 · Valley City, Oh
- A••• W••••• M••••••••• L•• state registeredSep 12, 2019 to Nov 3, 2020 · Westlake, Oh
- C••••• A•••••• N••••••• L•• formerNov 27, 2018 to Sep 16, 2019 · Berea, Oh
- C•••••• S••••• • C••• I••• national BDMar 21, 2006 to Sep 13, 2018 · Westlake, Oh
- T••••••••• F•••••••• A•••••••• L•• BD affiliatedSep 28, 2005 to Mar 27, 2006 · Canton, Oh
- E•••••••• A•••••••• L•• national BDJan 22, 2003 to Sep 14, 2005 · Akron, Oh
- G•••• I••••••••• L•• to no registered destinationleft Sep 22, 2022 · Departure, no registered destination
- A••• W••••• M••••••••• L•• to W•••••••• W••••• M••••••••• L••left Nov 3, 2020, registered Oct 14, 2020 (-20 days) · Other · moved with a team
- C••••• A•••••• N••••••• L•• to A••• W••••• M••••••••• L••left Sep 16, 2019, registered Sep 12, 2019 (-4 days) · Affiliated broker-dealer or bank to a state-registered adviser · moved with a team
- C•••••• S••••• • C••• I••• to C••••• A•••••• N••••••• L••left Sep 13, 2018, registered Nov 27, 2018 (75 days) · Affiliated broker-dealer or bank to another
- T••••••••• F•••••••• A•••••••• L•• to C•••••• S••••• • C••• I•••left Mar 27, 2006, registered Mar 21, 2006 (-6 days) · Other
- E•••••••• A•••••••• L•• to T••••••••• F•••••••• A•••••••• L••left Sep 14, 2005, registered Sep 28, 2005 (14 days) · Other
- M•••••• D• H••• no longer registered at G•••• I••••••••• L••; no later IA registration on IAPDSep 22, 2022 · a•••••• departure · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- 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